Relationship Manager HNI Sales, Stock Broking & Investments

ConfidentialSurat

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.

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.

Skills Required

Sales, BD, Pms, Mf, Aif

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Relationship Manager • Surat

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