Relationship Manager - Wealth - Sales

As a Business Development and Financial Analyst at our company, your role involves addressing HNI clients for their investment requirements. You will be responsible for offering an exclusive product bouquet and superior service delivery to assist clients in achieving their short term and long term investment goals. This includes proper profiling and offering of Debt products, Structures, Equities, MFs, Fund based Real Estate products, and other Investment products. Key Responsibilities: - Address HNI clients for investment requirements - Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space - Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients - Profile customers and provide financial products to meet their needs - Cross sell to mapped broking clients and provide services according to Customer Needs - Enhance & Retain customer profitability by capturing a larger share of Wallet - Ensure profitability of the portfolio by generating high Income per Customer - Acquire new customers who meet product criteria through cross-refer Qualifications Required: - MBA/PGDBA/PGPM or Equivalent - AMFI / NISM certification - IRDA certified Please note that this summary is based on the information provided in the job description.,