Full Basket Property - Relationship Manager

Relationship Manager Dialogue with our clients to understand their business objectives and challenges.

• The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.
• Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients.
• Track the above set of clientele in the market for new client acquisition.
• To read, research and update themselves on available investment opportunities in the market.
• Ability to cross sell other financial products showcased by the wealth team.
• Financial Acumen, analytical thinking with an aptitude for relationship management.

Qualifications

(ref : iimjobs.com)

Skills Required

Client Acquisition