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Relationship Manager Investment Product - Pune - CTC upto 15 Lac

2.00 to 7.00 Years   Pune   29 Sep, 2023
Job LocationPune
EducationNot Mentioned
SalaryRs 6 - 10 Lakh/Yr
IndustryBFSI
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent &Super Affluent)He/She would be responsible to drive the TPP sales through branch sales team and advisors.Maintaining client relationships and generate AUM from preferred clients.Advising Affluent clients on their Investments and managing their overall financialportfolio and deepening the wallet from existing clientsTrack the Affluent & Super Affluent Client segment in the market for new clientacquisitionTo research, investigate and update themselves on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios.To coordinate with product and research team (Centralize CFP Team) for takinginvestment decision for the clients.To conduct and assist in organizing seminars, workshops and other businessdevelopment activities.

Keyskills :
wealthpmsstructured productsportfolio managementequityproductmutual fundinvestment advisorstructureaif

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