Job Summary

Experience: 3 to 5 years.

Responsibilities
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 solid 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 prospects/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.

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