- Location
- Pune Division, Maharashtra, India
- Job type
- Full-time
About the role
Shine.com
Website:
shine.com
Job details:
Job Description
- 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.
This job is provided by Shine.com
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