Relationship Manager, HNI Sales
- Fortune India
- 3 - 8 years
- Chennai
- 8 months ago
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Job Description
Job Description -
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be
the final point of contact with the client. (S) He would be responsible for acquiring High Net
Worth relationships and managing & retaining such relationships by delivering the best
standards of services. (S) He would be expected to establish strong ties with them by designing
& implementing their financial plans; and then by ensuring that they receive and execute on the
right advice.
PRE-REQUISITES: -
- Relationship Managers with prior experience of working in a Broking/Private
bank/wealth management set up.
- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and
above.
- Experience of advising clients across all asset classes.
- Candidates having good vintage in their present as well as previous companies.
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.
Qualifications:
An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in
Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience:
Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI
Clients from BFSI sector with good business / market knowledge. Having experience of handling
HNI Client Acquisitions and Relationship Management & service.
Desired Skill Set:
Ability to inspire trust and confidence in clients.
Ability to engage clients in meaningful conversations about their finances and take
active interest in their financial well being.
A thorough understanding of financial markets, their behavior, movements and
expectations with respect to market.
Ability to process several inputs provided by research team and other sources and apply
them to the specific context of several clients thus generating insights for clients
Good oral and written communication skills with clarity of thought, speech and
expression
Good interpersonal skills
Good Analytical Skills
General Competencies:
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hard working
Result oriented
Strong analytical skills and ability to work in teams.
Immediate joining is required or short notice is preferred.
Pls call Naveeen 9962331*** for more info
Thanks,
Naveen
9962331***
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Investment Banking, Private Equity & VCRole: Investment Banking, Private Equity & VC - OtherEmployement Type: Full timeContact Details:
Company: Fortune IndiaLocation(s): Chennai
Keyskills: HNI Sales hni Portfolio Management Equity HNI Acquisition HNI Client Handling broking relationship manager Wealth Management Relationship Management Trading financial marketing Stock Market
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