Relationsip Manager

Position Overview

Relationship Manager

Key Responsibilities

• Develop and maintain strong relationships with HNI clients to understand their investment needs and objectives.
• Provide expert advice on various investment products including mutual funds, stocks, and securities.
• Conduct market research to identify new opportunities for HNI acquisition and sales.
• Manage client portfolios and ensure optimal performance through regular reviews and adjustments.
• Collaborate with internal teams to deliver tailored financial solutions that meet client expectations.
• Stay updated on market trends and regulatory changes to provide informed guidance to clients.
• Achieve sales targets and contribute to the overall growth of the organization.

Qualifications

The ideal candidate will possess the following qualifications:

• A minimum of

  2 to 7 years

  of experience in relationship management, preferably in the financial services sector.
• Strong knowledge of investment products including

  demat accounts, mutual funds, stock broking, and the share market

  .
• Proven track record in HNI acquisition and sales.
• Excellent communication and interpersonal skills to build rapport with clients.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong analytical skills and attention to detail.
• Relevant certifications in finance or investment will be an added advantage.

This is a fantastic opportunity for motivated individuals looking to advance their careers in the financial sector. If you are passionate about building relationships and helping clients navigate their investment journeys, we encourage you to apply. Join us in making a difference in the lives of our clients while achieving your professional goals!