Relationship Manager - HNI/UHNI Segment - Broking Firm

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.