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Hiring for Wealth Manager' s for Preferred Wealth Management:- Pune in Pune, for Exp. 5 - 10 yrs (Pune Job)

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Job Description:AnandRathi Group is looking for Relationship Manager role (VP/AVP/Senior Manager/Manager) for Preferred Relationship Management (Wealth) The Wealth RM 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 ultra high net worth relationships and managing & amp amp retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & amp amp implementing their financial plans and then by ensuring that they receive and execute on the right advice.& amp nbsp & amp nbsp ROLES & amp amp RESPONSIBILITIES:& amp nbsp The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).& amp nbsp Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients& amp nbsp Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves 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. Regards& amp nbsp Pushpa Jaiswar Corporate HRD& amp nbsp Anandrathi

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Posted on: Tuesday, 31 October, 2017  08:54
Expires On: Monday, 23 March, 2020  18:30

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