- Responsible for acquiring and managing High Net Worth (HNI) and Ultra HNI (UHNI) relationships.
- Responsible for generating revenues from equity broking, mutual funds (MF), PMS, AIF.
- Establish strong ties with HNIs/UHNI by designing and 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 and Super Affluent) and building a solid client book.
- Maintain client relationships and generate AUM from HNI/UHNI clients.
- Advise HNI/UHNI clients on their investments and manage their overall financial portfolio, and deepen wallet share from existing clients.
- Research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
- Coordinate with product and research teams to take investment decisions for the clients.
- Conduct and assist in organizing seminars, workshops and other business development activities.