HR TA Manager at VOIZ WORKs
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Relationship Manager - Wealth Management - Broking/Advisory (1-5 yrs)
Relationship Manager
Job Responsibilities include :
- The Relationship Managers will be responsible for coordinating with acquiring clients (Affluent & Super Affluent).
- Supporting in advising Affluent clients on their Investments and managing their overall financial portfolio.
- To research and investigate available investment opportunities/financial market trends to determine whether they fit into the client's portfolios.
- To coordinate with the research team to taking investment decisions for the clients.
- To conduct and assist in organizing seminars, workshops, and other business development activities.
- Prior experience of working in a Broking/Advisory / Wealth management setup.
- Handle and manage clients with a minimum investment amount of Rs.25 Lakhs and above.
- Candidates having good vintage in their present, as well as previous companies, will be preferred.
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