Job Description:

We are looking for:

- Relationship Managers with prior experience in a Broking/Private bank/Wealth management set up.
- Should be aggressive, result-oriented & self-motivated professional.
- Should have experience of handling HNI Client Acquisitions and Relationship Management & service.
- Ability to engage clients in meaningful conversations about their finance
- A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile
- Strong interpersonal skills with an ability to generate trust and confidence in clients.

Experience: 02 – 05 years of relevant experience into PCG / HNI Broking.

Qualification: MBAs from premier institute.

Duties:

Role Details:





- Advise affluent clients on their investments and managing their overall financial portfolio as well as expanding the current clients' investments.
- Responsible for managing HNI clients and acquiring current customers.
- Research, investigate and update clients on available investment opportunities/financial market trends to determine whether they fit into client's portfolios.

About the Job:

Salary:

Negotiable

Company:

Equirus Wealth Private Limited

Role :

Sales & Relationship Manager - HNI Broking

Category:

HNI Broking - Sales

Location:

Mumbai, India, Asia

Employment Type:

Full time

📌 Sales & Relationship Manager - HNI Broking (India)
🏢 Equirus
📍 India