Hiring For Relationship Manager – HNI Sales

ROLES & RESPONSIBILITIES: -

• The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

• Maintaining client relationships and generate AUM from preferred clients.

• Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

• Track the Affluent & Super Affluent Client segment in the market for new client acquisition.

• To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

• To conduct and assist in organizing seminars, workshops and other business development activities.

• Experience

  1 - 3 Years

• No. of Openings

  10

• Education

  Post Graduate (M.B.A/PGDM)

• Role

  HNI Relationship Manager

• Industry Type

  Recruitment Consulting / Staffing Services

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Home