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Senior Client Relationship Strategist
3 weeks ago
**Job Title:** Relationship Manager
Key Responsibilities:As a key member of our team, you will be responsible for acquiring and managing high net worth individual client relationships through tailored investment offerings. This will involve analyzing and optimizing portfolio performance to maximize profitability.
- Analyze and optimize portfolio performance to maximize profitability
- Acquire and manage HNI client relationships through tailored investment offerings
In addition to these responsibilities, you will also provide expert financial advisory services across equities, debt, real estate, and MF products. Your role will also involve driving business development via referrals, micro-events, and corporate tie-ups.
- Provide expert financial advisory across equities, debt, real estate, and MF products
- Drive business development via referrals, micro-events, and corporate tie-ups
You must have excellent communication and interpersonal skills to work effectively with internal teams and clients. You should stay current on market trends and financial regulations to provide informed advice to clients.
- Stay current on market trends and financial regulations
- Collaborate with internal teams to deliver compliant and effective solutions
- Cross-sell and upsell products aligned to client profiles and goals