Job Description :-
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client
1. Acquiring HNI clients (Affluent & Super Affluent)
2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
3. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
5. Partner & client meeting.