- Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.

- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.

- Experience of advising clients across all asset classes.

- Candidates having good vintage in their present as well as previous companies.

ROLES & RESPONSIBILITIES :

- 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 preferred clients.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- 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 (Centralize CFP Team) for taking investment decision for the clients.

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

JOB SPECIFICATIONS REQUIRED :

Qualifications : An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience : Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.