Roles and Responsibilities
- Manage relationships with Retail, High Net Worth Individuals (HNIs) and Ultra HNIs to acquire recent clients and grow existing ones.
- Provide investment advisory services, including portfolio management, wealth creation strategies, and risk profiling.
- Develop business development plans to increase revenue growth through sales of stock broking services.
- Close deals by negotiating terms with clients and ensuring timely execution of transactions. Desired Candidate Profile
- 3-5 years of experience in Asset Management or related field like Stock Broking or Wealth Management.
- Strong understanding of Investment Advisory Services and ability to provide expert advice on portfolio management.
- Excellent communication skills for building strong relationships with HNI/Ultra HNI clients.
- Proven track record of meeting sales targets and closing deals effectively.

📌 Senior Relationship Manager (New Delhi)
🏢 Kyte Money
📍 New Delhi