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22/05 Annapurna
Consultant at JobsforYouth

Views:401 Applications:62 Rec. Actions:Recruiter Actions:3

Relationship Manager - HNI/UHNI Segment - Broking Firm (4-14 yrs)

Mumbai Job Code: 823803

Key Responsibility Areas :

- Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients- across all asset classes in a Branch Banking / Private bank / wealth management set up.

- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.

- Managing client relationship and generating AUM from preferred clients.

- Advising Affluent clients on their Investments, managing their overall financial portfolio and deepening the wallet from existing clients.

- To research & investigate on available investment opportunities/financial market trends to determine whether they fit into the clients- portfolios and update them about the same.

- To coordinate with product and research team for taking investment decision for the clients as per their financial requirements.

Women-friendly workplace:

Maternity and Paternity Benefits

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