Job highlights

- 3 to 5 years experience in HNI/UHNI relationship management with expertise in Equity Broking, Mutual Funds, PMS, and AIF

- Acquire and manage HNI/UHNI clients, generate revenues from equity broking and investment products, design financial plans, and coordinate with research and product teams

Responsibilities

- Would be responsible for Acquiring & Managing High Net Worth (HNW) / UHNI Relationships

- Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF

- Would establish strong 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 solid 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.

Experience

3 to 5 Years

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