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07/02 Anandhi Vinoth
Founder at AV Global Advisory Services

Views:133 Applications:95 Rec. Actions:Recruiter Actions:19

Relationship Manager - Wealth Management/Private Wealth (4-15 yrs)

Bangalore/Chennai/Cochin/Kochi/Coimbatore/Delhi/Delhi NCR/Hyderabad/Mumbai Job Code: 257132

Vacancy for Relationship Manager- Wealth Management/ Private wealth

Location- Chennai, Coimbatore, Hyderabad, Bangalore, Mumbai, Cochin, Delhi

Profile : 

- To Acquire HNI and Ultra HNI Customers and build relationship with existing Customers to achieve increase the AUM

- To identify and develop new opportunities to deliver advice and solutions to existing clients.

- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services

- 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 for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities

- Be able to work with colleagues of other divisions to Cross Sell products and services to clients

Experience : 


- Minimum 3 -10 years of experience in wealth Management is must

- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

- Experience in investment/financial services knowhow of capital markets knowledge

- Relationship Management Interpersonal skills

- Excellent written and oral communication skills

- Strong analytical skills and ability to work in teams.

Interested candidates can mail your profiles 

Please feel free to forward this email to suitable applicants.

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