Relationship Manager - Brokerage Firm

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