• 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 current 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 SPECIFICATIONS REQUIRED:
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.