Job Designation

 

1.Associate Relationship Manager

 

Experience -0.6 to7 Years

Job Location –Mumbai

Interview Mode –face 2 face

 

 Job Purpose

 

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

 

 Key Deliverables

 

1)  Critical

 

 Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

 Monitor financial market trends to ensure that client plans are responsive.

 Must ensure the growth of AUM / Book Size

 Responsible for achieving targets based on acquisition and revenue generation through investment products.

 Responsible for business development through acquisition of high net-worth clients.

 Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

 

2)  Routine

 

 Analyse client portfolios and make necessary suggestions.

 Recommend financial products.

 Responsible for identifying customer needs and assessing their risk appetite

 Provide regular updates to the immediate superior as and when required

 Create and enforce plans that will help meet the needs of the customer.