- 3 to 5 years experience managing HNI/UHNI clients with expertise in equity broking, PMS, and financial planning
- Acquire and manage HNI/UHNI relationships, generate revenues from equity broking, MF, PMS, AIF, advise clients on investments, and coordinate with research and product teams
Responsibilities
- Would be responsible for Acquiring & 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 & 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 strong client book.
- Maintaining client relationships and generate AUM from HNI / UHNI clients.
- Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening wallet from existing clients.
- To research, investigate and update them on available investment opportunities and 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.