PCG Wealth Manager

Genius Consultants; Bengaluru; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Genius Consultants in Bengaluru seeks a Relationship Manager to grow and manage a book of affluent clients. You will advise on investments, deepen wallets, and drive AUM from existing relationships. You will track market segments and coordinate with product teams on investment decisions.

You will also participate in seminars and workshops to develop business and attract new clients in the affluent segment.

Qualifications

• Experience in relationship management with affluent clients.

Responsibilities

• Bring existing affluent and super-affluent clients and build a strong client book.
• Maintain client relationships and generate AUM from preferred clients.
• Advise Affluent clients on investments and manage their financial portfolios.
• Track Affluent & Super Affluent segments in the market for new client acquisition.
• Research and update clients on investment opportunities and market trends.
• Coordinate with product and research teams for client investment decisions.
• Organize seminars, workshops, and other business development activities.

Job description

ROLES & RESPONSIBILITIES: -

• The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
• 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 them 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.