Senior Search Consultant at Armour Corporate Services
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Relationship Manager - Sales - Financial Advisory (6-9 yrs)
Key Responsibilities and Accountability :
- To ensure active management of clients & achieve the target active AUM
- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
- To achieve healthy revenues without compromising on clients profitability
- To have clear focus on client mining
- To conduct regular Client Meetings & update the same in the meeting tracker
- To attain maximum reach of investment ideas/stock calls initiated
- To assist in new client acquisition, building new relationships and increasing depth in existing relationships
- Keep abreast of the market news, financial trends and current affairs
- To attend post result concalls, analyst meets for improved client servicing
- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on.
- Provide regular updates to the immediate superior as and when required.
Job Requirements :
Qualifications :
Graduate + MBA (Finance)
- Minimum of 6 to 8 years of experience with 2 - 4 yrs exp in managing Ultra HNI clients.
Functional Competencies :
- Proficiency in economics, accounting, financial statements and/or statistics
- Understanding of financial risk management strategies
- Knowledge of Capital Markets + Third party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on.
Behavioral Competencies :
- Very strong communication & presentation skills.
- Must have good existing HNI / Ultra HNI client relationships in the market.
- Must be a self-starter, proactive passionate & target oriented.
- Must possess strong networking & relationship building skills
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