Relationship Manager - Advisory

2-4 Years

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Early Applicant

Job Description

Roles And Responsibilities

Execute trades on behalf of clients, aligning with their investment strategies and preferences.
Provide expert advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
Promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP).
Acquire new clients while maintaining and nurturing long-term relationships with existing clients
Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement.

Preferred Candidate Profile

Educational Qualification: Graduate/Postgraduate degree required.
Experience: Minimum 2 years of overall experience.
Hands-on experience in broking with a strong understanding of financial products and market trends.
Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients.
Certification: NISM Series VA & VIII certification is mandatory.
Strong expertise in client acquisition, retention strategies, and sales target achievement.
Prior experience in the broking industry is a must.