Relationship Manager - Wealth Tuesday, 12 July 2016 No Comment

Job Summary

Locations:

Kolkata, Jaipur

Experience:

4 – 9 years

Keywords / Skills :

Relationship Manager, Wealth Management, Wealth Management And Acquisition, Private Banking

Education:

Any graduate

Stream:

Any

Function:

Banking, Insurance & Financial Services

Role:

• Relationship manager
• Private Banking
• Portfolio Manager

Industry:

Banking/ Financial Services

Summary:

The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)Maintaining client relationships and generate AUM from preferred clients.Advising Affluent & Super Affluent clients on their Investments.

Posted On:

12th Jul 2016

Track the Affluent & Super Affluent Client segment in the market for new client acquisition

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 (Centralize CFP Team) for taking investment decision for the clients.

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

Relationship ManagerWealth ManagementWealth Management And AcquisitionPrivate Banking

Confluence Consulting Private Limited

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Relationship Manager - Wealth

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