Sr. Relationship Manager - Leasing

As a Relationship Manager for high-net-worth clients, your primary responsibility will be to build and nurture strong, long-lasting relationships with clients, providing expert financial advice, and personalized wealth management solutions. Your role will demand a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. - Address HNI clients for investment requirements, offering a range of investment products such as Debt products, Structures, Equities, MFs, Real Estate products, etc. - Acquire and manage a group of HNI Clients, profiling customers and providing tailored financial products to meet their needs. - Cross-sell to mapped broking clients and services based on customer requirements to deepen relationships. - Enhance customer profitability by capturing a larger share of Wallet and ensuring portfolio profitability. - Acquire new customers through cross-referral and actively seek referrals to expand the client base. - Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space. - Acquire new accounts by collaborating with internal teams to deliver accurate and compliant investment solutions. - Stay updated with industry trends, economic developments, and regulatory changes impacting clients" financial positions. - Postgraduate/ Graduate in any discipline This role provides you with an opportunity to work closely with high-net-worth clients, offering personalized financial solutions and expert advice. Your duties will involve client acquisition, relationship management, marketing and business development, and staying informed about financial and product expertise to ensure the profitability of the portfolio.,