HR manager at Brilliant seeker services
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Relationship Manager - Wealth - Bank (5-9 yrs)
looking for :
- Relevant experience of 4-5 years in Wealth Management
- Must be handling a portfolio of 50 Cr - 100 Cr plus and ticket size between 5 - 25 lacs.-
-Experience in HNI / Ultra HNI Acquisition and similar client base
Job Description :
-An RM- Wealth is the single point relationship management official of the Bank for the high net worth customers in the Wealth Segment of Bank.
-He/she is primarily responsible for providing financial solutions to the Wealth customers and ensure value-added services.
-Wealth managers are responsible for providing advise on the financial assets to be built and delivering an absolute performance within the return and risk range agreed upon with their High Net Worth Clients.
-The Wealth Managers also help in managing the quality and composition of asset portfolio of their clients.
- The Affluent RMs work in close coordination with the Advisory Team for risk profiling and gaining a deep understanding of the chosen assets to see how the risks come together to impact the investor's wealth and makes various product offerings to ensure maximum returns.
-The Affluent RMs are expected to gain market intelligence through the bank's systems, Daily Net Asset Value - NAV reports and study Mutual Fund - MF digest to review the risks on a periodic basis and be aware of the changes in financial market conditions.
Qualification : Graduate
Working Days : 5 Days a Week ( to )
Job Nature : Full Time
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