Relationship Manager

Creative Hands Hr Consultancy

Chennai

₹25,000 - ₹50,000 monthly

Fixed

25000 - ₹50000

Earning Potential

50,000

Field Job

Full Time

Min. 1 year

Good (Intermediate / Advanced) English

Job Details

Interview Details

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Fast HR reply

45 applicants

Job Description

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.   PRE-REQUISITES: -  Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. Experience of advising clients across all asset classes. Candidates having good vintage in their present as well as previous companies.  ROLES & RESPONSIBILITIES: -  The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them 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 role

Department

Banking / Insurance / Financial Services

Role / Category

Investment Banking, Private Equity & VC

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 1 year

Education

Graduate

English level

Good (Intermediate / Advanced) English

Age limit

23 - 38 years

Gender

Any gender

About company

Name

Creative Hands Hr Consultancy

Address

Chennai, Tamil Nadu, India

Job posted by Creative Hands Hr Consultancy

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