Job Opening: Preferred Relationship Manager

Experience: 312 years
Qualification: B.Com / MBA
Designation: Manager / Senior Manager

Role & Responsibilities:
Acquire, manage and advise HNI clients across Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products, etc.
Generate leads, develop prospects and network to identify referrals to current clients.
Understand clients investment/financial needs and risk appetite to create and manage a long-term Asset Allocation plan.
Identify and execute new business opportunities with existing clients.
Handle clients investment portfolios, providing financial research, accurate information and tailor-made financial solutions.
Generate a minimum of 2X revenue in the first 12 months.




Generate an AUM of 100X of CTC in the first 12 months.

Candidate Profile:
Understanding of Equities, MF, PMS, AIF, MLD, NCD, tax planning, financial planning, profiling and fixed income.
Relationship-oriented with positive interpersonal and people skills.
Impactful communication skills to effectively engage affluent consumers.
Exceptional track record of managing HNI client portfolios.
MBA, CA, CFA, NISM V-A (Desirable).

Location: Kochi

Interested candidates can share their updated resume to discuss the prospect further.

📌 Preferred Relationship Manager Broking Stocks & Securities Chennai
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