Director - Talent Acquisition at Talent Max HR & Management Consultants
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Relationship Manager - Sales - BFSI (5-7 yrs)
Relationship Manager
Designation: Relationship Manager & Above
Reports to: VP
Pre-Requisites :
Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients- (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up.
ROLES & RESPONSIBILITIES :
- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
- Managing client relationship and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.
- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
- To conduct and assist in organizing seminars, workshops and other business development activities.
Potential Candidate are with following :
- Any Graduate/ Post Graduate (preferably in Finance) with any other qualification/certification like CFP/ NISM will be an advantage.
- With a min of 5 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients from BFSI sector.
- Looking for potentials with an ability to engage clients in meaningful conversations about their finances and take active interest in their financial well-being with a thorough understanding of financial markets.
- Excellent communication, interpersonal and analytical skills with a clarity of thought, speech and expression with positive attitude and result oriented individual.
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