Preferred Relationship Manager| BFSI | Immediate joiner (Indore)

RESPONSIBILITIES & TASKS:

· Acquire, manage, and advise HNI clients across diverse asset classes including Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, and Structured Products.

· Generate leads, build prospects, and leverage networks to identify referrals and on-board new clients.

· Assess client investment needs and risk appetite to design and manage long-term asset allocation strategies.

· Identify and capitalize on new business opportunities with both existing and prospective clients.

· Manage client portfolios by providing financial research, accurate insights, and customized investment solutions.

· Achieve a minimum of 2X revenue and generate an AUM equivalent to 100X of CTC within the first 12 months.

COMPETENCIES:

EXPERIENCE:

· Minimum 3 years of proven experience in wealth management, client acquisition, and advisory services.

· Strong expertise in Equities, Mutual Funds, PMS, AIF, MLD, NCD, Fixed Income, along with tax and financial planning.

· Demonstrated ability to manage and grow HNI client portfolios, delivering tailored investment strategies and solutions.

· Track record of being relationship-oriented, with excellent interpersonal skills to build long-term client trust.

KNOWLEDGE:

· Educational background such as MBA, CA, CFA, or NISM V-A certification is desirable.

· Strong understanding of Equities, Mutual Funds, PMS, AIF, MLD, NCD, Fixed Income, along with expertise in tax and financial planning.

· Proven ability to build and nurture client relationships, supported by excellent interpersonal and people management skills.

· Impactful communication skills to effectively engage and influence affluent and HNI clients.

· Demonstrated track record in managing and growing HNI portfolios, delivering tailored investment solutions.

PERSONAL ATTRIBUTES:

· Strong focus on achieving acquisition, revenue, and portfolio growth targets.

· Ability to build trust and nurture long-term advisory relationships with HNI clients.

· Clear, persuasive, and confident in engaging affluent customers.

· Skilled at interpreting financial data and designing tailored investment solutions.

· High ethical standards with commitment to transparency and compliance.