Relationship Manager - HNI Accounts - Wealth Management Business

Relationship Manager. HNI Accounts. Mumbai. INR 14 Lac.

We are recruiting Relationship Manager (HNI Accounts) for a renowned Wealth Management organisation based at Mumbai (Senapati Bapat Marg).

Education : Bachelors Or Masters Degree.

Location : Mumbai.

CTC : Upto INR 14 Lac.

Important : CTC will be decided basis the Academics & Work Knowledge of the Candidate.

JOB DESCRIPTION :

The relationship manager will be responsible for Business Development & acquiring Ultra HNI Clients).

- Advising the clients on their Investments and managing their financial portfolio and also retaining the existing clients and generating lucrative business from them.

- Should be able to manage the portfolio of Ultra HNI clients.

- Effectively Carryout quarterly or half yearly portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile.

- Possess the knowledge of all financial asset classes (Fixed Income/ Equity/ Real Estate/ Alternates).

- Should be able to effectively drive Business Development and drive Revenue Generation.