Job Description
Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
• Managing client relationships and generating AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
• To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
• To conduct and assist in organizing seminars, workshops and other business development activities.
• Managing client relationships and generating AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
• To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
• To conduct and assist in organizing seminars, workshops and other business development activities.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager Banking position is now open for candidates interested in the Bank Jobs sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.