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 qualified.
• 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
• Robust 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 recent customers.
• Research, investigate and update clients on available investment opportunities/financial market trends to determine whether they fit into client's portfolios.