HR Recruiter at Tekpillar Services
Views:30 Applications:4 Rec. Actions:Recruiter Actions:0
Relationship Manager - HNI Sales - Bank (1-4 yrs)
Roles & Responsibilities :
- The Client Relationship Manager will be tasked with cultivating relationships with their current clientele (Affluent & Super Affluent) and establishing a robust client base.
- Cultivating and nurturing client connections while driving Assets Under Management (AUM) from preferred clients.
- Providing investment guidance to Affluent clients and overseeing their financial portfolios, with a focus on expanding existing client engagement.
- Monitoring the Affluent & Super Affluent Client sector within the market to identify potential new clients.
- Researching, exploring, and keeping clients informed about available investment opportunities and financial market trends to assess their suitability for client portfolios.
- Collaborating with the product and research team (Centralized CFP Team) to make investment decisions for clients.
- Facilitating and participating in seminars, workshops, and other initiatives aimed at business development.
Candidate profile :
- Minimum 6 months experience in handling HNI Relationships, Sales & Financial Planning of HNI.
- Clients from the BFSI sector with good business/market knowledge.
- HNI Client Acquisitions and Relationship Management & service.
- Ability to inspire trust and confidence in clients.
General Competencies :
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive & hardworking
- Result oriented
- Strong analytical skills and ability to work in teams
For more information :
Shraddha Patel | HR team
8488833693
