Relationship Manager & HNI & Preferred RM

SUMMARY for RM: -

The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning

Role & responsibilities

• It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence
• He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence
• Promote Focus Product of the month
• Maintain records of business on internal software CRM etc.

Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products

Preferred candidate profile

Candidate should have 2 Year in banking and broking industries and managing bank AUM of Privilege/HNI Clients

JD for HNI RM :

Designation : Relationship Manager (HNI)

Salary : 05 Lpa 10 Lpa Reporting to: HNI Desk

Head Location Kolkata

Roles & Responsibilities: 1. It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence. 2. Promote Focus Product of the month 4. Maintain records of business on internal software CRM etc. 5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products 6. Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients. Experience : • Relevant industry experience • Good client base • Good communication skills • Graduate or post graduate .

Preferred Relationship Management - Wealth

CTC : - RM - 6 to 10 lakhs , RM Head 10 to 20 lakhs ( Negotiable )

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 working in a Private bank/wealth management set up. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

Experience Minimum 3-15 yrs 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.

Perks and benefits

Locations-Patna,Ranchi,Durgapur,Silguri,Bhuvaneshwar,Kolkata