Karvy - Relationship Manager - Priority HNI Sales

Priority HNI Sales - Relationship Manager

Location - Bangalore / Mangalore / Mysore / Chennai / Cochin / Coimbatore / Vishakhapatnam / Hyderabad

CTC - Open for Discussion

Designation:- Deputy Manager / Manager / Senior Manager / AGM

Incentives:- 3X of fixed salary, Year-end Bonus, Monthly/Quarterly/Yearly contests for foreign trips, cash prize etc.

Desired candidate- Preferably from Banking / Broking / Insurance

Job Summary

The main purpose of the role is to acquire HNI and Ultra HNI customers for their Demat and Share trading accounts as well as for investments in Stock markets as well as other investment products.

Responsibilities and Duties

- Acquire and Maintain relationship and increase AUM from HNI clients.

- Advising HNI & Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Aggressively track the HNI & Ultra HNI Client segment in the market for new client acquisition.

- To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients- portfolios.

- Work along with the product team to give feedback and develop need-based - PRODUCT- so as to suit the client's requirements

- To coordinate with product and research team for taking investment decision for the clients.

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

- Assist in Corporate or in association with Exchanges, Depositories, and AMC.

Required Experience, Skills and Qualifications

- The candidate should be working in an individual contributor role and handled a large portfolio size.

- The candidate must be a Graduate / Post Graduate and possess more than 2 years of relevant experience from BFSI segment.

- Must possess excellent influential skills and be able to inspire trust and confidence in clients.

- Cross-sell and up-sell existing products to the existing and new clients.

- Ability to engage clients in meaningful conversations about their finances and take an active interest in their financial well being.

- A thorough understanding of financial markets, their behavior, macro movements with respect to the market.

- Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients thus generating insights for clients.

- Candidate with AMFI, IRDA, NISM certification will be given preference

- Compensation and rewards best in the Industry

Benefits

- Health Benefit

- Medical Benefit as per grade

- Employee Protection Plan

- Free Gratuity as per norms

- Conveyance + Mobile reimbursement