Job Description:

We are looking for:
Relationship Managers with prior experience in a Broking/Private bank/Wealth management set up.
Should be aggressive, result-oriented & self-motivated professional.
Should have experience of handling HNI Client Acquisitions and Relationship Management & service.
Ability to engage clients in meaningful conversations about their finance
A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile
Solid interpersonal skills with an ability to generate trust and confidence in clients.

Experience: 02 – 05 years of relevant experience into PCG / HNI Broking.

Qualification: MBAs from premier institute.

Duties:

Role Details:




Advise affluent clients on their investments and managing their overall financial portfolio as well as expanding the current clients' investments.
Responsible for managing HNI clients and acquiring current customers.
Research, investigate and update clients on available investment prospects/financial market trends to determine whether they fit into client's portfolios.

About the Job:

Salary:

Negotiable

Company:

Equirus Wealth Private Limited

Role :

Sales & Relationship Manager - HNI Broking

Category:

HNI Broking - Sales

Location:

Mumbai, India, Asia

Employment Type:

Full time

📌 Sales & Relationship Manager Hni Broking Mumbai
🏢 Equirus
📍 Mumbai