Relationship Manager - Private Client Group - Financial Services Firm

- Managing high net-worth clients' financial circumstances

- Focus on maintaining a strong relationship with high net-worth clients

About Our Client

Our client is a diversified financial services firm

Job Description

- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

- Individually handling clients with the book size of 25 lacs & above.

- Creation of revenue & Activation of clients through effective Advisory.

- Cross selling of other products like Mutual fund, PMS, Insurance.

- Handling Queries & complains of client's & solving it within TAT.

- Acquiring new clients & retaining the old clients by periodic meetings.

- Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.

- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

The Successful Applicant:

- You will have sound knowledge of financial industry

- You will have the ability to influence and drive stakeholders

- You will have excellent written and verbal communication skills

What's on Offer:

- Excellent opportunity to be a part of fast growing organization

- Excellent career growth with market leading remuneration