Relationship Manager - Mumbai, India - iimjobs

    iimjobs
    iimjobs Mumbai, India

    2 weeks ago

    Iimjobs background
    Full time
    Description
    Relationship Manager - HNI Broking


    About Company:


    Our client is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.


    Roles and Responsibilities:

    Candidate shall be responsible for:

    • Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients
    • Responsible for managing HNI clients and acquiring new customers.
    • To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios.

    Requirements:

    • Graduate + MBAs from premier institutes
    • Minimum 2 5 years into PCG / HNI Broking
    • Relationship Managers with prior experience in a Broking/Private bank/wealth management set up.
    • Should be aggressive, resultoriented & selfmotivated professional.
    • Should have experience of handling HNI Client Acquisitions and Relationship Management & service.
    • 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.
    • Strong interpersonal skills with an ability to generate trust and confidence in clients.
    • Over the years, candidate should be selfdriven and aspire to move up the ladder, with the growing organization in building up and leading own teams independently