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.

JOB SPECIFICATIONS REQUIRED:

Qualifications: An MBA/PGDM or Graduate – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience: Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set:

• Ability to inspire trust and confidence in clients.

• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.

• A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.

• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients

• Good oral and written communication skills with clarity of thought, speech and expression

• Good interpersonal skills

• Good Analytical Skills

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience

• Assertive & hard working

• Result oriented

• Strong analytical skills and ability to work in teams.