Senior Search Consultant at Armour Corporate Services
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Relationship Manager - Sales - BFSI (8-10 yrs)
Key Responsibilities and Accountabilities :
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.
- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
- Will be primarily responsible for identifying, and sourcing clients in equity broking.
- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
- Provide regular updates to the immediate superior as and when required.
Job Requirements :
Qualifications :
- Graduate + MBA from Tier 1 / Tier 2 Institutes
- 8 - 10 years work ex with 2 - 5 yrs exp in direct selling in Ultra HNI segment
Functional Competencies :
- Sound understanding of Capital Markets + Third party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on.
Behavioral Competencies :
- Very strong communication & presentation skills.
- Must have good existing HNI / Ultra HNI client relationships in the market.
- Must be a self-starter, proactive passionate & target oriented.
- Must possess strong networking & relationship building skills
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