SAVE Wealth RM

The Relationship Manager will be Responsible for Acquiring Preferred clients

(HNI/Ultra HNI)

Finding Potential Clients through different channels (Lead support system,

Marketing activities, Own data base, Referral ) and Manage existing client

Base .

Taking Appointments amp; meeting the clients on daily basis .

Educating and guiding clients on different investment opportunities like Mutual

Fund, Insurance etc.

Generating , Identifying , Analysing individuals financial goals through

Financial Assessment tool and execute the same by providing unbiased

solutions.

Review Clients portfolio and keep them updated

Advising Affluent/Ultra Affluent clients on their Investments and managing

their overall financial portfolio and deepening the wallet from existing clients

To research, investigate and update themselves on available investment

opportunities/financial market trend to determine whether they fit into clients

portfolios.

Fulfilling the compliance standards in Financial Planning, Asset Allocation and

Product Sales and managing Delinquencies by ensuring proper Sales

Process

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