Senior Career Consultant at Team Lease Services Pvt Ltd
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Junior Relationship Manager/Senior Relationship Manager - Wealth Management Startup (7-15 yrs)
Job Position: Jr RM / Sr RM - Wealth products
Location: Bangalore
Reports to: Managing Director (MD)
Job Description:
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
- Manage relationship and generate business from the existing clients.
- Engage clients in meaningful conversations about their finances and take active interest in their financial well-being.
- Understand client's needs & requirements and accordingly position products & services.
- Advise clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Coordinate with product and research team for taking investment decision for the clients.
- Provide various investment performance reports and summaries to the clients.
- Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.
Candidate Profile:
- Minimum Experience:7 Years plus (Jr RM) & 12 Years Plus (Sr RM)
- Preferred Education: Any Graduate/ Post Graduate (preferably in Finance) with any other qualification / certification like CFP/ NISM will be an advantage.
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