Scope of the Role
The Relationship manager will be responsible to acquire and grow the Portfolio by providing personalized financial solutions and Investment advisory . Ensure Long-term Relationship values , revenue growth and build AUM.
Job Description
- Provide portfolio management advise & guide the client to ensure the investments are in line with their goals.
- Servicing existing clients with the support of client servicing team.
- Analyze market trends and make recommendations to clients on portfolio adjustments.
- Adhering to all regulatory, statutory, and corporate compliance standards.
- Strong blend of analytical thinking and operations execution.
- Effectively networking across markets and generating potential business leads.
Ideal Candidates
Looking for Candidates from Banks / Wealth Management
firms having good experience in Acquiring and handling HNI / UHNI clients .