Rm Hnw-mumbai and Baroda

5 days ago

Vadodara Gujarat, India IDBI Capital Full time

**ORGANISATION**
- IDBI Capital Markets and Securities Limited

**DESIGNATION**
- Relationship Manager
- High Net Worth individual

**EXPERIENCE**
- 2 to 4 years of relevant experience

**CRITICAL EXPERIENCE**
- Stock broking experience is mandatory & NCFM/NISM/AMFI Certification

**ESSENTIAL QUALIFICATIONS**
- Any graduate / post-graduate

**LOCATION**
- Baroda

**CTC (Per Annum)**
- Commensurate with experience

**CANDIDATE'S PROFILE**
- Responsible for acquisition & servicing of High Net Worth individual and corporate clients.
- Accountable for handling portfolios of HNI clients for equity.
- Responsible for identifying customer needs and assessing their risk appetite.
- Responsible for achieving targets as assigned by the organization.
- Deepen the relationship by Cross selling other financial Products and Services according to Customer Needs.
- Responsible for achieving targets as assigned by the organization.
- Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs and retaining the relationship.
- Responsible for continuously tracking market trends and customer requirements and providing regular updates to the clients.

**SKILLS AND TRAITS**
- Excellent Communication & Presentation skills.
- Must have existing client relationships in the market.
- Should be a self-starter, proactive & target oriented.
- Should possess strong networking & relationship building skills.

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