Opportunity with India's most rapid growing brand with current net worth of 5542 Cr+, 40 Lac + customers, $ 21 billions asset under advice and employee strength of more than 19,000 employees. With expansion plans in place, we are looking to connect with the top-performing talent from the industry to join our brand. Below are further details:

Designation: Senior Relationship Manager & Above

Grade: Manager & Above

Location: Hubtown Solaris, Andheri - Mumbai

Reports to: VP

Experience: 5+ years Relevant Experience into similar Industry

Qualification: Graduate / MBA / PGDM

Pre-Requisites:-

Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients- (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up.

ROLES & RESPONSIBILITIES: -

- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.

- Managing client relationship 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.

- 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 for taking investment decision for the clients as per their financial requirement.

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

Potential Candidate are with following:-

- Any Graduate/ Post Graduate (preferably in Finance) with any other qualification/certification like CFP/ NISM will be an advantage.

- With a min of 5 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients from BFSI sector.

- Looking for potentials with an ability to engage clients in meaningful conversations about their finances and take active interest in their financial well-being with a thorough understanding of financial markets.

- Excellent communication, interpersonal and analytical skills with a clarity of thought, speech and expression with positive attitude and result oriented individual.

What do you need in you to Be SUCCESSFUL with us - Simply, Owner's mindset!

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