Relationship Manager - Sales - HNI/Ultra HNI Segment - Wealth Management/Banking

Key Responsibilities and Accountabilities : 

1) Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile.

2) 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.

3) Very strong communication & presentation skills.

4) Must have good existing HNI / Ultra HNI client relationships in the market.

5) Must be a self-starter, proactive passionate & target oriented.

6) Must possess strong networking & relationship building skills

7) Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.