Preferred RM-Bangalore

Role & responsibilities

• To acquire Preferred clients (Affluent & Super Affluent)
• To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients
• To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

To track the Affluent & Super Affluent Client segment in the market for new client acquisition

Preferred candidate profile

• Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up
• Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)

Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above