Relationship Manager:
- It is a sales profile so the candidate should be able to acquire quality base clients through networking, given data base and market intelligence.
- He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.
- Promote Focus Product of the month.
- Maintain records of business on internal software CRM etc.
- Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products.
- As an HNI Relationship Manager in our Broking Sales division, you will serve as the primary strategic advisor for our high-net-worth clientele, managing and expanding a sophisticated investment portfolio.
- Your day-to-day involves identifying market opportunities, providing bespoke equity solutions, and maintaining deep-rooted relationships with investors to ensure their financial objectives align with our capital market offerings. You will collaborate closely with research analysts, product teams, and internal stakeholders to deliver seamless investment experiences. By acting as a trusted partner, you directly influence the firm's AUM growth and solidify our reputation as a premier wealth management destination in the Delhi NCR region.
Contact:
Karan Anand Singh, 6397202494
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