Weath Relationship Manager
India MBA, CA, CFA 450,000 to 970,000 INR | PA Skills : Relationship management, Finance
- Identify, develop, and manage client relationships deliver a suite of services and products catered to the client’s requirements
- Negotiate & structure transaction proposals that cater to the client requirements and meet their broader investment objectives
- Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible & be the first port of call for those clients. Deepen relationships with
- Total of 10 years of work experience of which minimum 5 years of experience handling UHNI Clients in Private Wealth units of domestic banksNBFCs Private wealth platforms
- Preferred: Financial Advisors, Relationship Managers from both corporate and private banking roles in banks and NBFCs.
- Understanding of broader economy global and local, knowledge of capital markets, various asset classes.
- Ability to decipher client psyche and risk profile.
Ability to decipher client psyche and risk profile.