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Rakesh

Recruiter at Merito

Last Login: 16 July 2024

Job Views:  
1867
Applications:  239
Recruiter Actions:  211

Job Code

1426613

Relationship Manager - HNI Broking - IIM/ISB/FMS/MDI

2 - 10 Years.Mumbai
Posted 3 weeks ago
Posted 3 weeks ago

Relationship Manager - HNI Broking


About Company:


Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles and Responsibilities:

Candidate shall be responsible for:

- Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients

- Responsible for managing HNI clients and acquiring new customers.

- To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios.

Requirements:

- Graduate + MBAs from premier institutes

- Minimum 2 -5 years into PCG / HNI Broking

- Relationship Managers with prior experience in a Broking/Private bank/wealth management set up.

- Should be aggressive, result-oriented & self-motivated professional.

- Should have experience of handling HNI Client Acquisitions and Relationship Management & service.

- Ability to engage clients in meaningful conversations about their finance.

- A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile.

- Strong interpersonal skills with an ability to generate trust and confidence in clients.

- Over the years, candidate should be self-driven and aspire to move up the ladder, with the growing organization in building up and leading own teams independently

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Posted By

user_img

Rakesh

Recruiter at Merito

Last Login: 16 July 2024

Job Views:  
1867
Applications:  239
Recruiter Actions:  211

Job Code

1426613

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