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    AUM Relationship Manager for Chennai & Coimbatore

    • Posted 5 months ago
    • SpecialismSales, Retail, Business Development
    • LocationTamil Nadu, Chennai, INDIA

    Job Description The relationship manager will be responsible for acquiring preferred clients ( HNI/Ultra HNI). Investment Advisory:  Advising clients on various investment ideas based on the suitability of their risk profile, return expectation,  asset allocation, liquidity needs etc. viz. Private  Equity Funds, Portfolio  Management Services,  Structured Products, Bonds,  Mutual funds (Equity and Debt), Stock Broking, Offshore  Investments, Commodities,  Currency Derivatives, etc. Carry out quarterly/ annual portfolio review and analysis...

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