
Relationship Manager
Pune – 24/02/2024
Job Title
Relationship Manager
Job Location – Pune
Job Description:
- To develop & manage HNI clients in order to enhance and acquire more AUM.
- Align AUM as per client’s financial strategy to reduce risk, cost & tax also to enhance desired returns & volatility of the portfolio
- Review/service portfolio to create a wow experience for clients
- On board new relationships – Client acquisition
- Conduct Marketing activities to increase number of clients managed
Minimum 10 years of experience
Desired qualifications:
MBA, CFA (USA), CA
CTC – 25LPA – 40LPA