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Partner at Talent Proz Consultants
Views:145 Applications:36 Rec. Actions:Recruiter Actions:3
Relationship Manager - UHNI/HNI - Wealth Management Firm (6-18 yrs)
- Instrumental in Increasing the client base, revenue and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers.
- Ensure effective client management and retention by maintaining relationships across the set of HNI clients and Corporate investors.
- Aim to maximize the wallet share of the client through equity and cross sell products like Alternative Investments, Fixed Income, Forex, PMS, AIFs etc.,
- Maintain multi product focus and equally drive Cross Sell Investment Products to attain clients' needs and desired Profitability from Cross Sell segment to existing and new clients
- Exhibit high level of business acumen to achieve optimum Risk to Reward
- Liaise with internal teams like Risk, Operations etc. for smooth functioning of the business.
Functional & Behavioural Competencies:
- Adherence to Corporate & Regulatory Governance Risk framework
- Strong Capital Markets Knowledge - Cash, F&O, Currency
- Expertise in Structured & Wealth products - MFs, PMS, AIFs, SP etc., and the nuances of product structuring and customizations for HNWI client segments
- Hunger/Passion to grow business, problem solving skills
- Social Intelligence
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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