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 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
Valuable oral and written communication skills with clarity of thought, speech and

expression
Good interpersonal skills
Positive Analytical Skills

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