Raina Infovision Pvt Ltd
Location
Varanasi | India
Job description
- The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
- He/She would be responsible to drive the TPP sales through branch sales team and advisors. - Maintaining client relationships and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Track the Affluent & Super Affluent Client 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. - To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. - To conduct and assist in organizing seminars, workshops and other business development activities.Job tags
Salary
Rs 25 lakh p.a.