Job highlights

- 5-7 years experience in HNI client acquisition and financial planning

- Manage and acquire HNI/UHNI clients, lead a team of 8-10 Relationship Managers, coordinate investment decisions, and organize business development activities

Responsibilities

- Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers.

- Would establish ties with HNI / UHNI clinets by designing & implementing their financial plans, and ensuring that they receive and execute on the right advice.

- The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI/ UHNI clients (Affluent & Super Affluent).

- Maintaining client relationships and generate AUM from preferred clients.





- Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Helping team to Track the Affluent & Super Affluent Client segment in the market for recent client acquisition.

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

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

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

Experience

- Exp - 5 to 7 Years

📌 Cluster Manager/Team Leader – HNI Sales, Stock / Equity Broking (Delhi)
🏢 Quick Turtle
📍 Delhi