HNI Relationship Manager Job Vacancies in Chennai

Hiring: Insurance Manager Proprietary ChannelWe are looking for a dynamic Insurance Manager to work closely with the Wealth Management team and provide insurance solutions to Finsherpas existing HNI & Ultra HNI clients (Professionals, Business Owners, CXOs, NRIs).Role: Partner with Wealth Management RMs to identify insurance opportunities Offer suitable insurance solutions to high-value clients Build and maintain strong client relationshipsEligibility: 34 years experience in insurance / financial services / channel sales Strong communication and relationship management skillsCompensation:* Salary: 4 4.5 LPA (Fixed) + Attractive Incentives + Benefits* Location: Alwarpet, Chennai* Contact: 98414 46161

Manage & grow 25L+ Super HNI portfolios. Advise on Equity, Derivatives, Currency & Commodity markets. Drive revenue & cross-sell MF, PMS & Insurance. Acquire & retain Chennai-based HNI clients. NISM/IRDA certifications .Existing Chennai HNI portfolio (mandatory)

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.