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.

Performance Requisites : 

- Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.

- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.

- Experience of advising clients across all asset classes.

- Candidates having good vintage in their present as well as previous companies.

Qualifications :

An MBA/PGDM or Graduate - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience:

Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set:

- Ability to inspire trust and confidence in clients.

- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.

- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.

- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients

- Good oral and written communication skills with clarity of thought, speech and expression

- Good interpersonal skills

- Good Analytical Skills

General Competencies:

- Positive attitude, socially effective, high level of perseverance and patience

- Assertive & hard working

- Result oriented

- Strong analytical skills and ability to work in teams.

Must Have :

1. Stability - at least average of 2-3 years in each of his last jobs/ should not have changed more than 2 jobs in last 5 years

2. Hands on experience in HNI relationships - no retail, no franchisee network, no online / telecalling sales.

3. Has passion and willingness for field work and relationship management

4. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organization with High Value relationships

5. Willing to work in individually capacity

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