Relationship Manager- Private Wealth
Full time @AV Global Advisory Services posted 2 months ago in BankingJob Detail
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Salary Yearly
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Career Level Manager
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Experience 8 Years +
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Gender Any
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Qualifications UG
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LocationChennai and Bangalore.
Job Description
Client– Leading NBFC Firm
Role- Relationship Manager- Private Wealth
Experience– Minimum 4 – 6 years of relevant experience in handling wealth Management from Banks or NBFC Firms.
 Location:
- Chennai and Bangalore
Job Description :
- To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile.
- To meet the revenue and product mix targets.
- Recommendation of products as per client.
- Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.
- Should maintain & continuously develop high end client base.
- To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning.
- To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received.