Responsibilities

- Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships
- Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF
- Would establish robust 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.

Requirements

- Experience: 3 to 5 years

Key Skills

- HNI/UHNI relationship management
- Financial planning
- Wealth management and investment portfolio management
- Investment opportunities research and market trends
- AUM growth
- Client acquisition and building a strong client book
- Revenue generation from Equity Broking, MF, PMS, AIF
- Coordination with product and research teams
- Seminar/workshop organization and business development

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