Relationship Manager - Sales - HNI/UHNI - NBFC

- Hiring Relationship Managers with one of our clients based out of Delhi. Our client is one of the NBFC and is an independent financial services firm, offering a full service platform for Institutional and corporate, Private Wealth and Retail clients.

- The Group includes Equity Broking, Institutional Equities, Private Wealth Management, Investment Banking, Credit and Insurance.

- We are looking for hiring Relationship Managers at across levels. below mentioned is a small brief of the role.

- Acquisition & managing High / Ultra High Net Worth customers

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements

- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.

Ensure highest levels of customer service to these HNI customers.

Please note that no profile will be mailed to our client without having a prior discussion with the candidate.