Responsibilities
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 robust 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.

Experience
3 to 5 years

📌 Relationship Manager – Hni Sales, Stock Broking & Investments Thiruvananthapuram
🏢 Quick Turtle
📍 Thiruvananthapuram