Urgent Search: Relationship Manager HNI Sales, Stock Broking

4 weeks ago


Surat, India Quick Turtle Full time

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.



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