Relationship Manager Wealth @ Topgear Consultants

Job Description

Dear All,

Urgently hiring for a leading investment company based out in Noida.

Role :Relationship Manager

 

Experience : 4 Years+

 

Roles & Responsibilities: 

1- To Develop & Manage Client relationships in order to enhance and acquire more AUM.

2- Align AUM as per Clients Financial Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of the portfolio.

3- Review/Service portfolio to create a wow experience for clients

4- On board new relationships -Clients acquisition

5- Conduct Marketing activities to increase no of clients managed

6- Learn new skills and knowledge to service clients better

7- To maintain full ethics in providing services and analysis

8- Work closely with the product teams for delivering specialized advice

 

Interested candidates can share their Resume on af***n@to***************s.com

Employement Category:

Employement Type: Full time
Industry: Investment Banking / Venture Capital / Private Equity
Role Category: Investment Banking / M&A
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager Wealth

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Keyskills:   hni client handling portfolio management financial planning client equisition uhni client handling