Principal Consultant at ADIDAR
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Relationship Manager - Sales - HNI (3-8 yrs)
Leading financial services company to select professionals for the role of HNI Relationship manager based at Mumbai / New Delhi.
As part of its business growth strategy, the company plans to launch Priority proposition in India, which will cater to super affluent (HNI) clients. This will primarily be a wealth offering, delivered both face-to-face and digitally, with sophisticated products and services for its clients.
Job Role: HNI Relationship Manager
Experience: 3 - 8 years
Location: Mumbai / New Delhi
What are we looking for?
- Graduate, with minimum of 3 - 8 years work experience, largely in wealth management
- Relevant experience in the managing HNI clients
- A business management diploma or CFP (certified financial planner) is an added plus
- He/she should posses ambition, exercise diligence, and have process-orientation
- Strong communication skills
What does the job entail ?
- Managing the client base/portfolio efficiently, through strong relationship skills
- Deepening the client relationship through investment solutions such as Mutual Funds, Structures, PMS, Lending, Bonds, etc
- While the incumbent will be provided a customer base to service, he/she is also expected to acquire new clients
- Ring fence existing large customers of the branch
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