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 valuable 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

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