AVP Portfolio Mgmt & Client Relationship

AVP Portfolio Mgmt & Client Relationship

Talent Corner Hr Services Private Limited
Bengaluru / Bangalore
9 - 14 Years
Not Specified

Job Description


Job Description :
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, Inspiring and providing guidance to the team to keep the performance levels highThe 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.

Talent Corner HR Services Pvt Ltd talent corner hr solutions pvt ltd

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