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Relationship Manager - HNI Sales, Stock Broking & Investments

Relationship Manager - HNI Sales, Stock Broking & Investments

ConfidentialRajkot, Delhi
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.

    • Skills Required

    Equity Broking, Mf, Pms, Aif, HNI

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    Relationship Manager • Rajkot, Delhi

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