- 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
- Strong 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 opportunities/financial market trends to determine whether they fit into client's portfolios.