Relationship Manager

Qualifications :

An MBA / PGDM or Graduate (Finance / Marketing) Degree holder or focused education in

Financial planning / Wealth Management. Other qualifications like CFP will be an advantage.

Experience :

Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI

Clients from BFSI sector with good business / market knowledge. Having experience of handling

HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set :

• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take

active interest in their financial well being.

expectations with respect to market.

them to the specific context of several clients thus generating insights for clients

expression

General Competencies :

Skills Required

Crm, Customer Service, Relationship Management, Sales, Strong Analytical Skills