HNI Relationship Manager - Stock Broking Firm

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