Wealth Advisors - Relationship Manager - HNI Sales (1-7 yrs)
PRE-REQUISITES :
- Relationship Managers with prior experience in a Broking/Private bank/wealth management set up.
- Handled clients with a minimum Investment amount of Rs 25 Lakhs and above.
- Experienced and proficient in advising clients across all asset classes.
ROLES & RESPONSIBILITIES :
- The Relationship Manager will be responsible for managing HNI clients and acquiring and new customers through referrals, meetups, camps, and client calls.
- Maintaining client relationships and generating AUM from preferred clients through asset allocation, portfolio management, and retirement planning.
- Advising Affluent clients on their Investments and managing their overall financial portfolio whilst deepening the wallet from existing clients through referrals from existing clients.
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into client's portfolios.
Experience :
- Atleast 6 months to 3 years in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector.
- Should have experience of handling HNI Client Acquisitions and Relationship Management & service.
Desired Skill Set :
- Strong interpersonal skills with an ability to generate trust and confidence in clients.
- Ability to engage clients in meaningful conversations about their finance.
- A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile.
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