Relationship Manager

RESPONSIBILITIES & TASKS:

·      Acquire, manage, and advise HNI clients across diverse asset classes including Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, and Structured Products.

·      Generate leads, build prospects, and leverage networks to identify referrals and on-board new clients.

·      Assess client investment needs and risk appetite to design and manage long-term asset allocation strategies.

·      Identify and capitalize on new business opportunities with both existing and prospective clients.

·      Manage client portfolios by providing financial research, accurate insights, and customized investment solutions.

·      Achieve a minimum of 2X revenue and generate an AUM equivalent to 100X of CTC within the first 12 months.

COMPETENCIES:

EXPERIENCE:

·       Minimum 3 years of proven experience in wealth management, client acquisition, and advisory services.

·      Strong expertise in Equities, Mutual Funds, PMS, AIF, MLD, NCD, Fixed Income, along with tax and financial planning.

·      Demonstrated ability to manage and grow HNI client portfolios, delivering tailored investment strategies and solutions.

·      Track record of being relationship-oriented, with excellent interpersonal skills to build long-term client trust.

KNOWLEDGE :

·      Educational background such as MBA, CA, CFA, or NISM V-A certification is desirable.

·      Strong understanding of Equities, Mutual Funds, PMS, AIF, MLD, NCD, Fixed Income, along with expertise in tax and financial planning.

·      Proven ability to build and nurture client relationships, supported by excellent interpersonal and people management skills.

·      Impactful communication skills to effectively engage and influence affluent and HNI clients.

·      Demonstrated track record in managing and growing HNI portfolios, delivering tailored investment solutions.

PERSONAL ATTRIBUTES:

·      Strong focus on achieving acquisition, revenue, and portfolio growth targets.

·      Ability to build trust and nurture long-term advisory relationships with HNI clients.

·      Clear, persuasive, and confident in engaging affluent customers.

·      Skilled at interpreting financial data and designing tailored investment solutions.

·      High ethical standards with commitment to transparency and compliance.