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Relationship Manager in Wealth

Mumbai, MH
Job Code:
  • Banking & Finance
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Job Details

Hello,Greetings from Kairos Consultancy!!We have came with new requirement for profile ofRelationship Manager in Wealth.Locations Ahmedabad / MumbaiDesignation Manager / Senior Manager / AVP / VP. Job Description Relationship Managers with prior experience working in a Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)ROLES & RESPONSIBILITIES - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. JOB SPECIFICATIONS REQUIRED Qualifications - An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.Experience Minimum 5 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.Thanks & RegardsAnkit RathodTeam LeaderMobile +91 9033900040Email ankit@kairosconsultancy.comWebsite
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 5-7


Finance/Budgeting | Financial Analysis | Funds Management | Investment Banking
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