- Location
- Pune Division, Maharashtra, India
- Job type
- Full-time
Required skills
- advising clients
- client acquisition
About the role
Shine.com
Website:
shine.com
Job details:
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.
Desired Skill Set
- 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.
- Hands on experience in HNI relationships no retail, no franchisee network, no online /telecalling sales.
This job is provided by Shine.com
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