Sr. Relationship Manager - Wealth

As a Business Development and Financial Analyst, your role involves addressing HNI clients for their investment requirements. You will offer an exclusive product bouquet and superior service delivery to help clients achieve their short term and long term investment goals. This includes proper profiling and offering of Debt products, Structures, Equities, Mutual Funds, Fund based Real Estate products, and other Investment products. Key Responsibilities: - Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery - Assist in achieving client's short term and long term investment goals via proper profiling and offering of financial products - Develop and implement 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 customer needs - Cross-sell to mapped broking clients and offer 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-referral Qualifications Required: - MBA/PGDBA/PGPM or Equivalent - AMFI / NISM certification - IRDA certification No additional details of the company were provided in the job description.,