Relationship Manager - Sales - BFSI (5-12 yrs)
Relationship Manager
- We are hiring for Relationship Manager / Wealth Manager
- Our client is one of the top brokerage firms .
Locations : Mumbai, Bangalore, Gurugram, Chennai, Hyderabad, Delhi, Kolkata, Pune
Qualifications : Bcom /MBA /CA /CFA
Experience : 5-12 years
Core Responsibilities :
1) Acquire, manage and advise HNI Clients in all asset classes like Debt, Equity Broking, Mutual Funds, PMS, Bonds, Structured Products etc.
2) Generate leads and develop prospects, network to identify referrals to new clients
3) Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan
4) Identify and execute on new business opportunities with existing clients
5) Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions
Desirable Candidate Profile :
Skills & Experience :
1) Understanding in Equities MF, tax planning, financial planning, profiling, fixed income
2) Exceptional track record of managing portfolio of HNI Clients
3) MBA, CA, CFA, NISM V-A
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