Experience

Experience: 3 to 5 years

Responsibilities

- Acquiring & managing high net worth (HNI) / UHNI relationships
- Generating revenues from equity broking, MF, PMS, AIF
- Establishing strong ties with HNI/UHNI by designing & implementing their financial plans, and ensuring that they get the right advice
- Handling and managing 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 robust client book
- Maintaining client relationships and generating 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
- Researching, investigating and updating them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios
- Coordinating with product and research teams for taking investment decisions for the clients
- Conducting and assisting in organizing seminars, workshops and other business development activities

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