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
Positive interpersonal skills
Valuable Analytical Skills

General Competencies:
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hard working
Result oriented
Robust analytical skills and ability to work in teams.

📌 Relationship Manager Chennai
🏢 Creative Hands HR
📍 Chennai