- Would be responsible for acquiring and managing high net worth (HNI) / UHNI relationships.
- Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF.
- Would 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 & Super Affluent) and building a solid 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.
- To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
- To coordinate with product and research team for taking investment decisions for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.