Relationship Manager HNI Sales, Stock Broking

3 weeks ago

Mumbai, Maharashtra, 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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