Rm - Hni Sales

3 days ago

Ahmedabad Gujarat, India Serving Skill Full time

**ROLES & RESPONSIBILITIES: -**
- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.

**Job Types**: Full-time, Permanent

Pay: ₹30,000.00 - ₹60,000.00 per month

**Benefits**:

- Provident Fund

Day range:

- Monday to Friday

Shift:

- Day shift
- Fixed shift

Supplemental pay types:

- Bonus pay

Travel requirement:

- Travel

Application Question(s):

- Should be Comfortable with Field sales / Cross selling
- From Broking Industry / Private Bank /Wealth management

**Education**:

- Master's (preferred)

**Experience**:

- Field sales: 1 year (required)
- Broking Industry: 1 year (required)
- Advising HNI Clients: 1 year (preferred)
- manage field work: 1 year (preferred)
- Stock broking Equity segment: 1 year (required)
- Financial planning: 1 year (preferred)
- HNI Relationship: 1 year (preferred)
- Sales: 1 year (preferred)
- cross selling: 1 year (preferred)

**Location**:

- Ahmedabad, Gujarat (preferred)

Work Location: In person

**Speak with the employer**
+91 7230008736

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