B. DETAILS OF THE REQUIREMENT EDUCATIONAL QUALIFICATION/POST-QUALIFICATION EXPERIENCE/SPECIFIC SKILLS, E1 ‘SRNG. NAME OF Post EDUCATIONAL QUALIFICATION POST-GUALIFICATION EXPERIENCE 1 Relationship Manager Graduates from Government recognised University or Institution | Post-qualfication experience Wealth Management with lee firms, The candidate should folationship with High-Netowort (TRV) of Rs 20.00 Lakh. Relationship. Manager (Team Lead) ‘Graduates from Government recognised University or institution 1 Post qualification experience wealth management with leadin 2.Experience as a Team Lead Customer Relationship Executive ‘Graduaies from Government recognised University or Institution | 1 Experience in documenta communications skills would be Specific Skills Required: {SHOULD HAVE A VALID DR Tavastmnent Officer Graduates 7 Post Graduates fom Government recognised Minimum 5 years of pi University or Institution advisor/counselloripart of prod Mandatory: Certification by NISMICWM, Preferred Experienc: Prefered: CAICFP (As on 01/08/2021) 2} Good krowadge of ©) Good knowledge of a 6) Superior presentation team work. ©) _Experionce in product Central Research Team (Product, Lead) MBAIPGDM from recognised ColagelUniversity or CAIOFA Minimum 5 years post que Proferred: NISM Investment Advisor / Research Analyst | experience in Wealth Managen Certificate/CFP( As on 01/08/2021) Preferred Experience a) Minimum 8 years’ exp Analytics, b) Excellent Knowledge ©) Excellent. Knowledge Income and on PMS/ 4) Experience in creat Market / sector trends ©) Proficiency in using | IMorning Star ! CRISI f) Flair for equity, unde bonds, INVIT, MLDS, Ceniral_research ‘Team (Support) GraduatelPost Graduate in Candidate should have post ‘Commerce/FinancelEconomics/Management/Mathematics! | experience in financial servi Statistics from Government recognized University or departments, Institution. Preferred Ski a) Candidate should be Outlook, b) Candidate should hav reports or websites. ©) Candidate should be providing suppor for 2 like BLOOMBERG, Ri . Jos PROFILE, Key RESPONSIBILITY AREAS: SRN, 1 NAME OF POST | Relationship Manager Joa PROFLE KEY RESPONSIBLITY A within the Affluent and HNI segment of Clients in order to meet business objectives Acquiring, nurturing growing and strengthening relationship | 1) Acquire HNI and 2) Deepen Relatior a) Manage the + Selling a range of Investment and Insurance products to these Clients lions in order to meet ther financial neads objectives and thus ») Grow the CA attaining the revenue objectives of the Wealth Management ©) Seling mort business 4) Acquire more ©) Service thes + Focusing on increasing the Total Relationship Value (TRV) and | °) Wealth Manager ‘Assets Under Management (AUM) of Clients as partne business | 9) D9 2 Financ Gbjectves for the Client »)Periodie Por ©) Seling inves 4d) Ensure all C 4) Compliance