HR at Haachi Business Solutions
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Relationship Manager - Client Acquisition & Advisory - Private Wealth - BFS (2-6 yrs)
Profile: Client acquisition and Advisory
Designation: RM
Expected Relevant Years of Experience: 2 to 6 years in PW- Sales role.
Manages Others: No
Department: PW - Sales
Role:
- Individual contributor, acquiring new clients and creating his/her own pipeline of clients; can bring his own book. Should be able to move a few existing relationships (AUM)
- Should have knowledge of all financial market products for HNI- s, with a proven capability of working with the clients to service their needs related to these products.
- Should be capable of cross selling products like Wealth management, equity broking, PMS, NBFC, PE, IB, IE
- End to End - Client Relationship Management - advising as per risk profile of the client.
- Will work within the boundaries of our business model using expertise of the product group and complying with requirements and processes in place for Private Wealth Team.
Skills:
- Effective and clear communication both oral and written, Persuasive - selling skill
- Great ideation skills to structure deals as per client needs.
Salary offered: upto 15 LPA
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