AUM Relationship Manager for Chennai & Coimbatore

Recruiter Team Kcs
  • Post Date: April 17, 2018
  • Applications 2
  • Views 77
Job Overview

Job Description

  1. The relationship manager will be responsible for acquiring preferred clients ( HNI/Ultra HNI).
  2. 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.
  3. Carry out quarterly/ annual portfolio review and analysis of the client’s investment portfolio to ensure that the investments are in line with the client’s expectations and risk profile.
  4. Maintaining client relationships and generate  AUM from preferred clients.
  5. Advising HNI/Ultra HNI  clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
  6. Track the HNI/Ultra HNI  segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/ financial market trend to determine whether they fit into clients portfolios.
  7. To coordinate with product and research team for taking investment decision for the clients.
  8. To conduct and assist in organizing seminars,  workshops and other business development activities.

Desired profile :

  1. Good Communication Skills
  2. Excellent Presentation  Skills
  3. Knowledge of Investment  tools
  4. Should possess knowledge of  Investment portfolio e.g.  Mutual Fund, Insurance, etc
  5. HNI & NRI Client  relationship management skills
  6. Manage the complete portfolio 
Job Detail
  • Salary Range₹ 4,00,000 to 13,00,000 pa.
  • Career LevelExecutive
  • Experience3 to 10 Years
  • GenderBoth
  • INDUSTRYBanking / Financial Services / Broking
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