Wealth Manager

Anand Rathi
  • Kolkata
  • Confidential
  • 3-10 years
  • Views
  • 21 Jul 2016

  • Sales & Marketing

  • Financial Services/ Capital Markets, Investment Banking
Job Description

ROLES & RESPONSIBILITIES:

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 opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.


Job Posted By

Pankaj Adhav
Assistant Vice President/ AVP

About Organisation

Anand Rathi