Relationship Manager

Qualifications:

An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in

Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience:

Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI

Clients from BFSI sector with good business / market knowledge. Having experience of handling

HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set:

• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take

active interest in their financial well being.

• A thorough understanding of financial markets, their behavior, movements and

expectations with respect to market.

• Ability to process several inputs provided by research team and other sources and apply

them to the specific context of several clients thus generating insights for clients

• Good oral and written communication skills with clarity of thought, speech and

expression

• Good interpersonal skills
• Good Analytical Skills

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience
• Assertive & hard working
• Result oriented
• Strong analytical skills and ability to work in teams.