Job Description:
We are looking for a energetic and client-focused Relationship Manager to build and maintain strong relationships with our customers. The ideal candidate will be responsible for understanding client needs, offering suitable solutions, and ensuring long-term satisfaction and retention.
Job Profile / Responsibilities:
1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
2. Maintaining client relationships and generate AUM from preferred clients.
3. Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
4.
Track the Affluent & Super Affluent Client segment in the market for new client acquisition
5. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
6. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
To conduct and assist in organizing seminars, workshops and other business development activities.
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Avdhut: View phone number on foundit.in
📌 Relationship Manager Banking (Bengaluru)
🏢 Motilal Oswal Fin Ser
📍 Bengaluru
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