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
- Valuable 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.

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