-The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent).
-Maintaining client relationships and generate AUM from preferred clients.
-Advising Affluent & Super 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.
We are a full service HR company creating value and cost savings for its clients. PES... HR is founded on the principles of trust and equity. We provide the complete end to end HR solutions to our clients through well defined systems, processes and strategic initiatives. Our team is a mix of dynamic & young, passionate & experienced Human Resources professionals committed to deliver solutions where others give up. We started in 2004 as Protech Executive Search and have now rechristened ourselves as PES HR to reflect the transition from a pure recruitment service provider to holistic HR Services Company. Read full description