Relationship Manager - BFS

- Acquire, develop and oversee relationships with UHNI Clients with an annual revenue potential of 10 lacs and above.

- Client Management: Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value.

- Monitor and analyze performance metrics and suggest Improvements.

- Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP) , PMS.

- Understand research and update oneself on available investment opportunities in line with markets.

- Servicing clients across the entire basket of products comprising of Equity, Funding and investment products.

- Understanding and expertise in various wealth products: MF, PMS, AIF, SP. Sound understanding of the wealth management business and hence the nuances of product structuring and customizations for HNWI client segments.

- Strong Funding Product knowledge: LAS, IPO, MTF.

- Capital Market knowledge - Cash, F&O, Currency