Posted By
Suganthi Nair
Vice President - Talent Acquisition at Jaden Executive Search & Recruitment Specialist
Last Login: 13 September 2022
81
JOB VIEWS
16
APPLICATIONS
10
RECRUITER ACTIONS
Posted in
Banking & Finance
Job Code
1139616
Relationship Manager - RM
Our client one of the leading Brokerage firm in the Indian Capital market is looking for Relationship Managers for their Mumbai (Andheri & Borivli), Bangalore, Chennai, Hydrabad and Gurgaon region.
Qualification : B. com / CA/ CFA / MBA
Experience : Min. 5 years in the similar profile
JOB DESCRIPTION:
- Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc.
- Generate leads and develop prospects, network to identify referrals to new clients.
- Understand investment/financial needs, risk apetite of the client to create and manage a long term Asset Allocation plan
- Identify and execute on new business opportunities with existing clients
- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions
- Generating minimum of 3X revenue per month (1.5X in the first 12 months).
- Generating yearly AUC of 20 cr.
SKILLS ESSENTIAL:
- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income
- Should be relationship oriented with good inter-personal and people skills
- Impactful communication skills to effectively engage affluent consumers
- Exceptional track record of managing portfolio of HNI Clients
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Posted By
Suganthi Nair
Vice President - Talent Acquisition at Jaden Executive Search & Recruitment Specialist
Last Login: 13 September 2022
81
JOB VIEWS
16
APPLICATIONS
10
RECRUITER ACTIONS
Posted in
Banking & Finance
Job Code
1139616