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Urgent Opening for the Position of Pref RM (wealth Management)

5 - 10 yrs
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8,00,000 - 18,00,000 P.A. Openings: 1 Posted 11 days ago Job Applicants: 21 Job Views: 145

Job Description

 
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    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.

Salary: INR 8,00,000 - 18,00,000 P.A.

Industry: Banking / Financial Services / Broking

Functional Area: Sales , Retail , Business Development

Role Category:Retail Sales

Role:Regional Manager

Employment Type: Permanent Job, Full Time

Keyskills

Desired Candidate Profile

    Please refer to the Job description above
Company Profile:

Shamisha Resources Management LLP

For A Leading Broking Firm
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Job Posted by

Dr Nina Sharma Bhatia Managing Director Shamisha Resources Management LLP Mumbai

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