26 Oct
|
The Premier Consultants ( Recruitment Company )
|
Chennai
26 Oct
The Premier Consultants ( Recruitment Company )
Chennai
? Hiring: Relationship Manager – Broking (HNI/ UHNI) | Leading Broking Firm
? Location: Kochi/ Trivandrum/ Chennai/ Coimbatore/ Salem/ Trichy
? Experience: 5 - 15 Years
? Industry: Broking / Wealth Management
? Key Responsibilities:
- Manage and expand HNI/ UHNI client relationships with a focus on AUM growth and retention.
- Acquire new clients and deepen existing relationships through customized wealth solutions.
- Advise and distribute Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, Insurance, and other investment solutions.
- Understand client objectives and risk profiles to develop customized investment strategies.
- Conduct regular portfolio reviews and drive advisory-led revenue generation.
- Collaborate with research, product, and investment teams to deliver holistic wealth solutions.
- Maintain strong client engagement while ensuring adherence to regulatory and compliance standards.
? Key Requirements:
- Proven experience managing ₹100 Cr+ individual AUM.
- Average client ticket size of ₹1 Cr+.
- Strong expertise across wealth management and investment products.
- Demonstrated track record in client acquisition, networking, and business development.
- Robust relationship management and advisory skills.
? Interested candidates can share their CV at:
[email protected]
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📌 Relationship Manager – Broking (HNI/ UHNI) (Chennai)
🏢 The Premier Consultants ( Recruitment Company )
📍 Chennai