Role Title : Relationship Manager, BNP Paribas Priority

Seniority : Senior Manager

Who are we?

Over the past 17 years, Sharekhan, now a fully owned subsidiary of BNP Paribas, has developed its leadership in retail brokerage, and is currently the 3rd largest retail brokerage in India (and the largest broking firm, excluding banks). Sharekhan now plans to become a diversified financial services company, by offering wealth management products and services to its large client base, as well as through new client acquisition.

As part of this business growth strategy, the company plans to launch the BNP Paribas Priority proposition in India, which will cater to super affluent (HNI clients). This will primarily be a wealth offering, delivered both face-to-face and digitally, with sophisticated products and services for its clients.

We are therefore recruiting relationship managers, who have experience in managing HNI clients, and are skilled in providing wealth solutions through Mutual Funds, Bonds, Structured products, PMS and Lending.

Why Sharekhan ?

- In terms of internal career path, the incumbent will have access to many roles and opportunities with Sharekhan, in areas such as Digital & Marketing, Investments Solutions, Product Development, Advisory & Research, amongst others.

- In addition to the business growth ambition that Sharekhan has, the selected candidates will also gain from being an integral part of the BNP Paribas Group, which has ~200,000 employees across 75 countries.

- They will therefore have enriching exposure to BNP Paribas's extensive experience in financial services through research material, interactions with Group colleagues, and opportunities for cross-geography career opportunities, in addition to career opportunities with BNP Paribas India.

- This is an opportunity to work within an enterprising and empowering culture, and a company with a highly successful performance record.

What are we looking for ?

- Graduate/Post Graduate, with minimum of 3-6 years work experience, largely in wealth management

- Relevant experience in the managing HNI clients and expected to build a book of INR 30 cr in the first year.

- A business management diploma or CFP (certified financial planner) is an added plus

- He/she should posses ambition, exercise diligence, and have process-orientation

- Strong communication skills

What does the job entail ?

- Managing the client base/portfolio efficiently, through strong relationship skills

- Deepening the client relationship through investment solutions such as Mutual Funds, Structures, PMS, Bonds, etc

- While the incumbent will be provided a customer base to service, he/she is also expected to acquire new to BNP Paribas Priority clients

- Ring fence existing large customers of the branch

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