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