Wealth Relationship Manager
- Employer
- IndiaNivesh Securities Limited
- Location
- Mumbai
- Salary
- 10 to 25 lacs commensurate with experience
- Closing date
- Dec 15, 2019
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- Job Function
- Banking, Brokerage, Investment Advisor/Consultant, Relationship Management, Wealth Management
- Industry Sector
- Brokerage, Investment Bank, Non-Banking Financial Institution (Consumer finance, Leasing, factoring, etc.), Private Wealth Management Firm , Finance - General
- Employment Type
- Full Time
- Education
- Masters
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- 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.
- Working Knowledge across the following asset classes : Real estate, Equity, Commodity, Debt, Currency, Gold
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients, by utilising the above knowledge required on products
- 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 for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
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