Relationship Manager - Private Client Group

Roles:

Responsible for acquiring, managing, and deepening relationships with High Net-worth Individuals (HNIs), driving revenue through equity, derivatives, and investment products. Key roles include advising clients on investment strategies, achieving AUM targets, and ensuring active trading.

Key Responsibilities :

Client Acquisition & Management :

- Acquire new HNI clients and manage existing relationships to maximize revenue.Advisory & Strategy

- Provide investment solutions tailored to client risk profiles, focusing on Equity and Derivatives.

Revenue Generation :

- Achieve targets for active AUM (Assets Under Management) and brokerage income.Client Engagement

- Engage with clients daily, providing market updates, research insights, and trading solutions.

Cross-Selling : Cross-sell financial products and services, including demat accounts and margin products.

Desired Candidate Profile :

Experience : Generally 5 to 10 years in wealth management or broking.

Education : Graduate or Post Graduate with a focus on finance, economics, or related fields.

Certifications : NISM Series VIII (Equity Derivatives) Certification is typically mandatory.

Skills : Strong knowledge of equity markets, financial statements, and technical analysis, combined with exceptional networking and communication skills.