- ROLES &RESPONSIBILITIES: -

The Relationship Manager will be Responsible for Acquiring HNI clients (HNI& Super HNI).

HNI = Initial Minimum Margin of 5 Lac

- Acquire and Maintain relationship and increase AUM from HNI clients.

- Advising HNI& Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Aggressively track the HNI& Super HNI Client segment in the market for new client acquisition.

- To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients- portfolios.

- Work along with product team to give feedback and develop need based - PRODUCT- so as to suit the clients requirements

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities

- Assist in Corporate or in association with Exchanges, Depositories and AMC.

Desired Skill Set and profile :

- The candidate should be working in an individual contributor role and handled a large portfolio size.

- The candidate must be a Graduate / Post Graduate and possess more than 2 years of relevant experience from BFSI segment.

- Must possess excellent influential skills and be able to inspire trust and confidence in clients.

- Cross sell and up sell existing products to the existing and new clients.

- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.

- A thorough understanding of financial markets, their behaviour, macro movements with respect to market.

- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients.

- Candidate with AMFI, IRDA, NISM certification will be given preference

- Compensation and rewards best in the Industry

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.