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High Net Worth Client Relationship Manager

2 weeks ago

Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 15,00,000 - ₹ 25,00,000
HNI Desk Head Position

Key Responsibilities:

  • We are seeking a results-driven professional to lead our HNI desk, responsible for acquiring and managing high net worth clients across various market segments.
  • This role requires an exceptional leader to recruit, train, and retain a team of relationship managers and advisors who will support the HNI desk in delivering exceptional client experiences.
  • The successful candidate will analyze client portfolios, providing expert advisory services to optimize returns on investment, execute cross-selling efforts for focused products, and promote research and advisory suggestions to clients.
  • Maintaining strong relationships with clients is crucial; therefore, submitting regular MIS reports as required by the business is essential.

Requirements:

  • A postgraduate degree is preferred but not mandatory.
  • Minimum 10-12 years of experience in the capital market with 5-7 years in team management.
  • Strong knowledge of portfolio management, financial planning, and customer satisfaction is essential.
  • NISM 8 certification is a must-have for this position.