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

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

• 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