Relationship Manager | Private wealth | A Leading Wealth Management Firm

<!-- <textarea rows="8" class="form-control" id="roles_responsibility" name="roles_responsibility"> --> <p>Acquiring&nbsp; and Manage super HNI wealth clients&nbsp; and Generate revenue through selling of investment products by understanding the financial needs&nbsp;<span style="font-family: &quot;Lucida Grande&quot;;">and provide personalized fincnal services .</span></p> <p>1) Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. <br> 2) Monitor financial market trends to ensure that client plans are responsive.<br> 3) Must ensure the growth of AUM / Book Size<br> 4) Responsible for achieving targets based on acquisition and revenue generation through investment products.<br> 5) Responsible for business development through acquisition of high net-worth clients. <br> 6) Analyse client portfolios and make necessary suggestions.<br> 7) Responsible for identifying customer needs and assessing their risk appetite.<br> 8) Provide regular updates to the immediate superior as and when required.<br> 9) Create and enforce plans that will help meet the needs of the customer.<br></p> <p>Looking for candidates with good understanding about private wealth business. Preferring with 10years plus experience in Wealth business. Looking for candidates with at least 4+ years of experience in the current company.</p> <p>Experienced Branch heads with large sized branches where they have a solid HNI client base also can look for the above said role.</p>