Relationship Associate

Adventigers

Job Designation

ciate Relationship Manager

Experience - to7 Years

Job Location Mumbai

Interview Mode face 2 face

Job Purpose

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

Key Deliverables

1) Critical

Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

Monitor financial market trends to ensure that client plans are responsive.

Must ensure the growth of AUM / Book Size

Responsible for achieving targets based on acquisition and revenue generation through investment products.

Responsible for business development through acquisition of high net-worth clients.

Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

2) Routine

Analyse client portfolios and make necessary suggestions.

Recommend financial products.

Responsible for identifying customer needs and assessing their risk appetite

Provide regular updates to the immediate superior as and when required

Create and enforce plans that will help meet the needs

• Experience

  0 - 5 Years

• No. of Openings

  5

• Education

  Any Bachelor Degree, B.E, Post Graduate Diploma, M.B.A/PGDM, M.Sc, M.Tech

• Role

  Relationship Associate

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office