01About the Company
Leading and fast growing SEBI Registered Investment Advisory firm specializing in Wealth Management through proprietary technology platform.Position Overview:Looking for experienced Relationship Managers for the Wealth Management vertical.
02Responsibilities
- Develop & Manage Client relationships in order to enhance and acquire AUM.- Align AUM according to client's strategy while reducing risk, costs, & tax implications. Enhance desired returns & manage volatility of the portfolio.- Responsible to ensure client delight in all engagements- New client acquisition
03Requirements
- Minimum of 4 years of relevant experience in wealth management- Demonstrated track record of managing high-net-worth client relationships and sales.- Post Graduate/MBA or graduate from reputed institute- AMFI certification and knowledge of MFs would be an added advantage .
04What you'll need
Programming languages
Wealth ManagementRisk ManagementSalesClient AcquisitionMutual FundsClient RelationshipsAUM ManagementHighnetworth ClientsAMFI Certification
05About CATENON INDIA PVT LTD
OthersIndustry
Full timeEmployment Type
HyderabadLocation