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Senior Relationship Manager
3 weeks ago
Our team is seeking a seasoned Relationship Manager to join our Private Client Group. This role involves acquiring and servicing high net worth clients with a book size of Rs.25Lac and above.
The ideal candidate will be responsible for achieving revenue targets through broking/trading in equity, derivatives, currency & commodity markets, as well as cross-selling third-party products like Mutual Funds, PMS, and AIFs.
In addition, the successful candidate will manage existing books, applying deep market understanding and advanced strategies to increase book size and revenue.
The role also involves upselling and identifying opportunities to guide large customers to diversify their investment portfolios by advising suitable products such as Mutual Fund, PMS, IAP, and Insurance.
Familiarity with clients' profiles and suggesting portfolio/asset allocation is essential.
To improve and maintain client activity ratios, the candidate will activate clients across various segments.
Collaboration with third-party product manufacturers and stakeholders is crucial.
Strong knowledge of Equity/Stocks/Shares Trading/Dealing, Equity Advisory, Risk, Regulation, investments products - Mutual Funds, PMS, AIF, Structured Products is required.
We are looking for a skilled professional who can drive growth, build strong relationships, and deliver exceptional results.
This is an excellent opportunity for someone looking to take on new challenges and make a meaningful impact in a dynamic environment.
If you have a passion for relationship building, a talent for sales, and a commitment to excellence, we encourage you to apply.
