Relationship Manager – HNI Sales Full-time

MOTILAL OSWAL FINANCIAL SERVICES LIMITED

Posted By : MOTILAL OSWAL FINANCIAL SERVICES LIMITED

Hyderabad, Telangana (1)

SUMMARY: -

The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

PRE-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.

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

Role Specific Skills
  • Active Learning
  • Active Listening
  • Administration and Management
  • Category Flexibility
  • Clerical
  • Complex Problem Solving
  • Computers and Electronics
  • Coordination
  • Critical Thinking
  • Customer and Personal Service
  • Deductive Reasoning
  • English Language
  • Fluency of Ideas
  • Inductive Reasoning
  • Information Ordering
  • Judgment and Decision Making
  • Management of Personnel Resources
  • Mathematics
  • Monitoring
  • Near Vision
  • Negotiation
  • Oral Comprehension
  • Oral Expression
  • Personnel and Human Resources
  • Problem Sensitivity
  • Public Safety and Security
  • Reading Comprehension
  • Selective Attention
  • Service Orientation
  • Social Perceptiveness
  • Speaking
  • Speech Clarity
  • Speech Recognition
  • Systems Analysis
  • Time Management
  • Time Sharing
  • Writing
  • Written Comprehension
  • Written Expression

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