Mutual Fund Sales
1 month ago
Position **:HNI Relationship Managers**
**Location: Chennai**
**Roles and Responsibilities**:
- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
- Managing client relationships and generating AUM from preferred clients.
- Advising Affluent 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 trends to determine whether they fit into clients' portfolios.
- To coordinate with the product and research team for taking investment decisions for the clients as per their financial requirement.
- To conduct and assist in organizing seminars, workshops and other business development activities.
**Salary**: ₹1,400,000.00 - ₹2,500,000.00 per year
**Benefits**:
- Health insurance
- Paid sick time
- Provident Fund
Schedule:
- Day shift
- Fixed shift
- Morning shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
Ability to commute/relocate:
- Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- HNI clients: 5 years (preferred)
Work Location: In person
**Speak with the employer**
+91 8668167883
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