Wealth Relationship Manager

3.00 to 8.00 Years Delhi 19 Dec, 2022

RHODOKS CONSULTANCY AND MANPOWER SOLUTIONS PRIVATE LIMITED

Job Location	Delhi
Education	Not Mentioned
Salary	Rs 5 - 12 Lakh/Yr
Industry	Broking
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
Maintaining client relationships and generate AUM from preferred clients.
Advising 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 them 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.

Keyskills :
hni salesbonds

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Wealth Relationship Manager

Job Description

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