Building Relationships and Growing Investments

2 days ago

Chennai Hyderabad Secunderabad Telangana Pune, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000

Job Title:

  • Senior Client Relationship Manager
About the Role

We are seeking a highly skilled and experienced Senior Client Relationship Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with high net worth clients, identifying opportunities to grow their portfolio and providing expert investment advice.

Main Responsibilities:

  • To acquire and service UHNI HNI clients for the Private Client Group, having a book size of Rs.25Lac and above.
  • Achieve the revenue target through broking/trading (viz. equity, derivatives, currency & commodity markets) and cross-selling third-party products like mutual funds, portfolio management services, alternate investment funds.
  • Manage existing client books and apply deep market understanding and advanced strategies to increase book size and revenue.
  • Upsell and look for opportunities to guide large customers to diversify their investment portfolio by advising them suitable products like mutual funds, PMS, IAP, insurance, thereby bringing stability and longevity.
  • Understand client profiles and suggest portfolio/asset allocation.
  • Improve and maintain client activity ratios by activating clients across segments.
  • Coordinate with third-party product manufacturers and stakeholders.
  • Knowledge of equity/stocks/shares trading/dealing, equity advisory, risk, regulation, investments products - mutual funds, PMS, AIF, structured products.

Requirements

  • Graduate/postgraduate degree
  • Good understanding and knowledge of equity, derivatives, commodity & currency segment, MF, PMS, AIF, and all related products.
  • In-depth understanding of micro & macro markets, as well as expertise in stock, sector, and overall market (global & domestic).

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