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AVP – Portfolio Mgmt & Client Relationship

Keywords / Skills : Financial Market, Analytical Ability, sales and financial planing, BSFI, Wealth Relationship Manager, HNI Client Handling Acquisition, Management and service

10 - 15 years
Posted: 2018-10-06

Nationality
India
Industry
Banking/ Financial Services
Function
Finance & Accounts
Banking, Insurance & Financial Services
Role
Portfolio Manager
Education
MBA
PGDM
Stream:
Finance
Marketing
Posted On
6th Oct 2018
Job Description
Handling a team of Relationship Managers/Senior Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, The Relationship Manager will be Responsible for Acquiring Preferred clients (HNI/Ultra HNI) (having AUM of Rs 1 CR’s & above -Individual client).

Maintaining client relationships and generate AUM from preferred clients.

Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process

Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.

To conduct and assist in organizing seminars, workshops and other business development activities.



About Company

Talent Corner is a Recruitment Company Head Quartered In Mumbai and having Branch Offices In India & UAE. Our Vision is to successfully complete 1,00,000 Recruitment Assignments by 2025. Through these Assignments, we aspire to educate 1000 school girls.
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