Acquisition Relationship Manager
Stock Market Trading Asset & Wealth Management
Please click on the Apply to verify the status of jobs posted more than 15 days ago, as they may have expired. Similar Jobs
Job Description
ROLES & RESPONSIBILITIES: -
1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
2.Maintaining client relationships and generate AUM from preferred clients.
3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition
5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7.To conduct and assist in organizing seminars, workshops and other business development activities.
Looking to get Placed? Try our Placement Guarantee Plan
To conduct and assist in organizing seminars, workshops and other business development activities.
To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Avdhut: 7796426971
Skills
Relationship ManagementDematRelationship OfficerRelationship ManagerRelationship Wealth ManagerRelationship ExecutiveMutual FundsEquityIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
Important dates & deadlines?
Application Deadline
06 Jan 26, 05:52 PM IST
Similar Jobs
View All
Don't Miss out any Updates
Subscribe now for the latest job alerts
and never miss an update
