Job description : - Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients - Responsible for managing HNI clients and acquiring new customers - To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios Experience & Qualifications : - Graduate + MBA's from premier institutes - Experience : Minimum 2 -5 years into PCG / HNI Broking - Relationship Managers with prior experience in a Broking/Private bank/wealth management set up - Should be aggressive, result-oriented & self-motivated professional - Should have experience of handling HNI Client Acquisitions and Relationship Management & service - Ability to engage clients in meaningful conversations about their finance - A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile - Strong interpersonal skills with an ability to generate trust and confidence in clients - he years, candidate should be self-driven and aspire to move up the ladder, with the growing organization in building up and leading own

Ahmedabad

Gujarat

Equirus - Relationship Manager - Sales - HNI & PCG Broking Segment - IIM/ISB/MDI/FMS 

Equirus - Relationship Manager - Sales - HNI & PCG Broking Segment - IIM/ISB/MDI/FMS  ,Job Description for Equirus - Relationship Manager - Sales - HNI & PCG Broking Segment - IIM/ISB/MDI/FMS  in Equirus in  Ahmedabad Gujarat for (2-5) years of experience. Apply Now!

Job Description for Equirus - Relationship Manager - Sales - HNI & PCG Broking Segment - IIM/ISB/MDI/FMS  in Equirus in  Ahmedabad Gujarat for (2-5) years of experience. Apply Now!