Relationship Manager

Confidencial; Coimbatore District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Confidencial is seeking an experienced professional to manage High Net Worth Individuals’ portfolios and grow their wealth in Coimbatore. The successful candidate will acquire new clients, build relationships, and achieve monthly targets.

Responsibilities include showcasing the company's product suite across various investment strategies while providing consistent updates to superiors. This role is perfect for someone with 8-10 years in wealth management or private banking.

Qualifications

• 8-10 years relevant experience in Wealth Management or Private Banking.
• Proven track record in acquiring and managing High Net Worth Individual clients.
• Strong relationship-building skills and ability to achieve targets.

Responsibilities

• Acquire High Net Worth Individuals and manage their investment portfolios.
• Achieve monthly targets set by the organization.
• Provide updates to management and showcase the product suite to clients.

Job description

8 – 10 years relevant work experience in a Wealth management/Private Banking platform.

responsible for acquiring High Net Worth Individuals (HNIs), managing their portfolios, and growing their wealth.

Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients

Responsible for achieving targets as assigned by the organization on a monthly basis.

Provide regular updates to the immediate superior as and when required

Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.