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Manager at Mpower Consultants
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HNI Relationship Manager - Stock Broking Firm (2-5 yrs)
Leading stock Broking firm looking for a HNI Relationship Manager
KEY RESPONSIBILITIES AND ACCOUNTABILITIES :
1. Acquisition of HNI/UHNI/ Corporate Clients and advising on Private Banking/ wealth management services through products like mutual funds,PMS, Bonds, advice on direct equity, structured products, Estate Planning, asset allocation, bonds and derivatives etc
2. Maintaining client relationships and generate AUM from preferred clients.
3. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
4. Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios
5. Managing relationship of super HNI clients, retaining & enhancing advisory relationship
6. Managing relationships of HNI clients, retaining & enhancing advisory relationships.
7. To generate revenue from existing customers mapped and from new clients
Must be from a Banking Wealth Management/ Broking background
Skill required:
- Graduation/PG in any discipline with minimum of 2-5 years work experience, largely in wealth management
- Strong Communication & negotiation skill
- Person with clean track record and high integrity
- NISM certification for cash and derivatives segment of equity market. AMFI certifiicate would be added advantage
Interested Candidates Please Share me your updated CVs or Call on 9619739238
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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