Relationship Manager – HNI Sales, Stock Broking & Investments

ConfidentialMumbai, Ahmedabad, Surat

30+ days ago

Job description

Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships

Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF

Would establish strong ties with HNIs / UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice

Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above

The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book

Maintaining client relationships and generate AUM from HNI / UHNI clients

Advising HNI / UHNI 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

To conduct and assist in organizing seminars, workshops and other business development activities

Candidate Profile

An MBA / PGDM or Graduate (Finance / Marketing) Degree holder or focused education in Financial planning / Wealth Management.

Skills Required

Sales, BD, Pms, Mf, Aif

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Relationship Manager • Mumbai, Ahmedabad, Surat