Relationship Manager - UHNI Equities Desk

Role & Responsibilities :

- Acquire, develop and oversee relationships with UHNI Clients with an investment surplus of 2.5 crs and above with a annual revenue potential of 10 lacs and above

- Servicing clients across the entire basket of products comprising of Equity, Funding and investment products

- Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance, AIFs etc

- Understand and manage clients with different risk profiles for better advisory

- Understand research and update oneself on available investment opportunities in line with markets

- Maintain and deepen client relationships with best in class service

Experience :

7-10 years experience in a Broking PCG Desk / Wealth Management with understanding of equity

Functional Competencies

- Strong understanding of Equity products

- Understating of various Funding products like LAS, MTF, IPO etc

- Strong Risk Understanding

Behavioral Competencies

- Excellent interpersonal and analytical skills

- Hunger /passion

- Learning ability

- Problem solving

Targeting companies (JM financial, Kotak Sec, IIFL & Motilal)