Investment Relationship Manager

6 days ago


Mumbai, Maharashtra, India HDFC Tru Full time

HDFC Tru is seeking a highly experienced Investment Relationship Manager to join our team. The ideal candidate will have 15+ years of sales experience in wealth management, with a strong background in finance and a post-graduate degree.

Key Responsibilities
  • Serve as a trusted financial consultant to high net worth individuals, family offices, and corporates.
  • Acquire new HNI client relationships to build personal AUA and ensure achievement of targets.
  • Adopt a client-centric approach to develop a comprehensive strategy that considers all aspects of the client's finances and investment objectives.
  • Build portfolios that adhere to the defined investment framework through appropriate asset allocation and product suitability.
  • Cultivate and grow client relationships by monitoring portfolios though performance reviews, providing regular updates, presenting plans, addressing and resolving queries in a timely manner.
  • Effective communication and collaboration with internal and external stakeholders to ensure client is well-served.
  • Stay updated on products, services, and legislation that may have an influence on clients' investment strategy.
  • Adhere to all internal policies and ensure compliance to regulatory requirements.

The estimated salary for this position is around ₹25 lakhs per annum, depending on the candidate's experience and qualifications.



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