Relationship Manager
Year Ahmedabad, Gujarat, India
Job Description
The Relationship Manager-Wealth 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 strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
- 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 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.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Cell phone reimbursement
- Commuter assistance
- Flexible schedule
- Food provided
- Health insurance
- Internet reimbursement
- Leave encashment
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund
- Work from home
- Day shift
- Commission pay
- Overtime pay
Yes.Speak with the employer
+91 7208843934
Beware of fraud agents! do not pay money to get a job
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
-
-
-
-
Relationship Manager All
Dimapur (Nagaland), Kohima (Nagaland), Bhubaneshwar (Orissa), Cuttack (Orissa), Paradeep (Orissa)
Job Detail
-
Job IdJD2875993
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationAhmedabad, Gujarat, India
-
EducationNot mentioned
-
ExperienceYear