Job Summary

Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships

Responsibilities

- Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF

- Would establish solid ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice.

- Handle and manage clients with a minimum Investment amount of Lakhs and above.

- 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 HNI / UHNI clients.





- Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.

- 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 for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

Location - Ahmedabad, Surat, Mumbai, Thane, Navi Mumbai, Delhi, Kolkata, Bangalore, Chennai, Hyderabad, Coimbatore, Pune, Trivendrum, Kochi, Vadodra, Rajkot,

📌 Relationship Manager - HNI Sales, Stock Broking & Investments (Ahmedabad)
🏢 Quick Turtle
📍 Ahmedabad