Key Responsibilities and Accountabilities - Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. - Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. - Will be primarily responsible for identifying, and sourcing clients in equity broking. - Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS &amp; Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on. - Responsible for achieving targets as assigned by the organization on a monthly basis. - Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix. - Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. - Provide regular updates to the immediate superior as and when required. Job Requirements Qualifications - Graduate + MBA from Tier 1 / Tier 2 Institutes - 8 - 10 years work ex with 2 - 5 yrs exp in direct selling in Ultra HNI segment Functional Competencies - Sound understanding of Capital Markets + Third party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on. Behavioral Competencies - Very strong communication &amp; presentation skills. - Must have good existing HNI / Ultra HNI client relationships in the market. - Must be a self-starter, proactive passionate &amp; target oriented. - Must possess strong networking &amp; relationship building skills

Mumbai

Relationship Manager - Private Client Group Elite Sales - Ultra HNI Segment - BFS 

Relationship Manager - Private Client Group Elite Sales - Ultra HNI Segment - BFS  ,Job Description for Relationship Manager - Private Client Group Elite Sales - Ultra HNI Segment - BFS  in Armour Corporate Services in  Mumbai for (8-10) years of experience. Apply Now!

Job Description for Relationship Manager - Private Client Group Elite Sales - Ultra HNI Segment - BFS  in Armour Corporate Services in  Mumbai for (8-10) years of experience. Apply Now!