01Overview
The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish robust ties with them by designing & implementing their financial plans; Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
Mutual Funds, PMS, Structured Products.
Experience of advising clients across asset classes.
The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. .
