Relationship Manager - HNI Wealth

Job Summary:

- The Relationship Manager for High Net Worth Individuals (HNI) will be responsible for acquiring new clients, reactivating inactive accounts, and managing existing client relationships to build Assets Under Management (AUM).

- This role involves collaborating with the Corporate Acquisition Team, servicing both individual and corporate clients, and leveraging group synergy for cross-selling opportunities.

- The position requires active networking, adherence to compliance standards, and effective coordination with operational teams.

Key Responsibilities:

Client Acquisition and Activation:

- Acquire new HNI clients and reactivate inactive accounts (dead folio revivals) to increase AUM.

- Follow up on leads provided by the Corporate Acquisition Team and convert them into clients.

Client Management and AUM Growth:

- Manage relationships with existing clients to ensure satisfaction and increase AUM.

- Actively engage in handling transactions for both new and existing clients.

Distributor Relations:

- Develop and maintain long-term relationships with key and potential distributors to generate repeat business.

- Engage in joint calls with distributors to meet investor needs and facilitate transactions.

Market Expansion:

- Expand market share by acquiring new clients and enhancing services to existing clients.

- Implement strategies for up-selling and cross-selling across different asset classes to both corporates and their promoters.