Relationship Manager – HNI Sales, Stock Broking & Investments

• 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.