Relationship Manager - Financial Firm

Salary range: 7 - 10 LPA

Job responsibilities include:

To increase business by deepening existing client relationships

To acquire new HNI clients and pursue new leads and prospecting

Organizing customer meets / workshops involving presentations

After acquiring client, analyzing client information and preparing investment plans best suited to individual clients' requirements

Suggesting appropriate investments and plans to clients by completing risk profiling and detailed analysis and planning and review of clients' current wealth and portfolio

Monitoring the portfolio of clients and rebalancing on need basis and suggesting entry and exit strategy for the investors

Providing clients with information on new and existing products and schemes

Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Derivatives)

Co-owning the AUM and Revenue targets of the company

Coordinating with client servicing teams to ensure implementation of investments plan

Job skills required:

MBA/ post-graduation / any other professional qualificationwith minimum 3-4 years sales experience as business development / relationship manager / advisor / planner

This is a field job which involves travelling in the city, so should be able to take sales initiatives and operate independently

Should have an excellent track record of sales performance and achievement of revenue targets

Should be able to monitor and deliver results on his targets

Should have NISM MF certification; NCFM/ IRDA/CFP/CPA etc. would be desirable

Experience in the area of broking / investment advisory/ capital markets would be an advantage

Should be able to understand stock markets, debt markets, mutual funds, insurance and other assets such as Gold, Real Estate, Commodities

Should possess thorough understanding of all relevant taxation and other laws relating to investments

Should possess high level of interpersonal skills & be an effective team player

Should have very good numerical and analytical skills and flair for finance/ financial markets