Relationship Manager - HNI/UHNI

Job Role

• Meeting the Clients & developing Trust & relationship.
• Customer interactive role with Portfolio Management experience.
• Portfolio/Investment Engineers, who can help in designing portfolios.
• Advice and suggesting different investment avenues to HNI clients.
• Acquiring and catering to new HNI clients.
• Growing the existing AUM book size.
• Products- Mutual Fund/ PMS/AIF.

Job Requirements

• Knowledge of personal finance (Taxation, Deductions & Benefits)
• Knowledge of financial products (Fixed Income & Equity products)
• Updated on Current Affairs
• Excellent communication skills.
• Team Player.
• Result oriented.
• Open to learn.
• Should have knowledge of MS Office.

Educational Qualifications & Certifications

• Post-Graduation Compulsory
• NISM VA Compulsory
• NISM XXIA Compulsory

Growth & Opportunities

• Be part of a growing channel
• Networking opportunities with UHNI
• Gain in depth knowledge of various Asset classes