Relationship Manager

2 weeks ago


Pune, India Peoplemint Consultants Full time

Please Note: Need someone with HNI Acquisition experience. This is for a leading AMC. Need people either from AMC or Broking.


The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Responsibilities

  • Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of the organization across MF / PMS / AIF.
  • Introduce MF / PMS / AIF solutions from the organization product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.
  • New client acquisition through referrals from existing clients
  • Deepen the relationship and increase the share of wallet for the organization.
  • Network with clients to identify avenues for new business opportunities.
  • Maintain highest level of service and delivery to all clients.
  • Maximise client experience by proactively sharing market updates, trends and other information.
  • Ensure compliance with all regulatory requirements and company’s policies & processes at all times


Qualifications


  • 4-6 years' of client relationship experience
  • Ability to manage multiple projects and clients
  • Strong communication and interpersonal skills


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