Acquisition Relationship Manager
Stock Market Trading Asset & Wealth Management
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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.
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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 an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
06 Jan 26, 05:52 PM IST
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