Wealth Manager

Anand Rathi
  • Jaipur
  • Confidential
  • 5-10 years
  • Views
  • 29 Sep 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail, Financial Services/ Capital Markets
Job Description

The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI having AUM 5 CR & below single individual client).
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment

Competencies/Skill sets for this job

Investments Client Acquisition Financial

Job Posted By

Pankaj Adhav
Assistant Vice President/ AVP

About Organisation

Anand Rathi