About company: We are are a boutique investment management startup firm offering last mile services in the field of wealth management to the urban elderly. We offer specialized and differentiated financial products and services to cater to the unique needs of the elderly to ensure their financial independence and smooth living.
Relationship Managers with prior experience in a Broking/Private bank/wealth management set up.
Handled clients with a minimum Investment amount of Rs 25 Lakhs and above.
Experienced and proficient in advising clients across all asset classes.
ROLES & RESPONSIBILITIES: -
The Relationship Manager will be responsible for managing HNI clients and acquiring and new customers through referrals, meetups, camps, and client calls.
Maintaining client relationships and generating AUM from preferred clients through asset allocation, portfolio management, and retirement planning.
Advising Affluent clients on their Investments and managing their overall financial portfolio whilst deepening the wallet from existing clients through referrals from existing clients.
To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios.
Atleast 6 months to 3 years in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector.
Should have experience of handling HNI Client Acquisitions and Relationship Management & service.
Desired Skill Set:
Strong interpersonal skills with an ability to generate trust and confidence in clients.
Ability to engage clients in meaningful conversations about their finance.
A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile.