HR at Karvy Finance LTD
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Relationship Manager - HNI Sales (2-10 yrs)
Job Role : Relationship Manager - HNI Sales
Location : Mumbai
CTC : 8 LPA to 15 LPA
Exp - Min 2 Yrs
Job Responsibilities :
- The Relationship Manager will be Responsible for Acquiring HNI clients (HNI & Ultra HNI).
- 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 & Ultra 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.
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