
Financial Strategist
1 day ago
We are seeking a highly skilled and experienced Relationship Manager to join our team.
- Key Responsibilities:
- Build and maintain strong relationships with High Net Worth (HNI) clients, providing tailored solutions to meet their financial needs.
- Conduct thorough client profiling to offer a range of financial products, including debt, equity, mutual funds, structured products, and real estate.
- Analyze client portfolios to ensure optimal performance and profitability.
- Develop and implement cross-selling initiatives to deepen client relationships and increase revenue.
- Support marketing plans and acquisition initiatives in the corporate/HNI space.
- MBA or equivalent degree from a recognized institution.
- AMFI/NISM certification is mandatory, while IRDA certification is preferred.
Applicants should have a passion for wealth management and a proven track record of success.
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