Job highlights

- 3 to 5 years experience in managing HNI/UHNI clients and expertise in Equity Broking, PMS, AIF

- Acquire and manage HNI/UHNI relationships, generate revenue from equity broking and financial products, advise clients on investments, and coordinate with research 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 solid ties with HNIs/ UHNIs 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 the wallet from existing clients.

- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

Requirements

- Experience - 3 To 5 Years

📌 Relationship Manager – HNI Sales, Stock Broking & Investments (Bengaluru)
🏢 Quick Turtle
📍 Bengaluru