Job Description

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 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.

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 wit

📌 Wealth Manager (Chennai)
🏢 Creative Hands HR
📍 Chennai