Relationship Manager- HNI Sales

Role: Relationship Manager- HNI Sales

CTC: 15LPA

Location: Indore

Exp. 3+ years in wealth sales/ HNI Acquisition from Banks/NBFCs.

Industry: Financial Services

Education: Graduation/PG

Job Summary

Relationship Manager is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans, and then by ensuring that they receive and execute on the right advice.

Key Responsibilities;

1. The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

2. Maintaining client relationships and generating AUM from preferred clients.

3. Advising Affluent clients on their Investments and managing their overall financial portfolio, and deepening the wallet from existing clients.

4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition.

5. To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients portfolios.

6. To coordinate with the product and research team (Centralised CFP Team) for making investment decisions for the clients.

7. To conduct and assist in organising seminars, workshops and other business development activities.

Skills and Experience:

1. Minimum 2 years of experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from the BFSI sector with good business/market knowledge. Having experience in handling HNI Client Acquisitions and Relationship Management.

2. Excellent communication, interpersonal and relationship-building skills.

3. A thorough understanding of financial markets, their behaviour, movements and expectations with respect to the market.

4. Stability - at least an average of 1-3 years in each of his last jobs.

5. From the same Geography Candidate should be from the same location.

6. Candidate who has earned incentives.

7. Hands-on experience in HNI relationships no retail, no franchisee network, no online / telecalling sales.

8. Ability and willingness to manage clients, not dependent on the assigned clients by the organisation.

9. Has passion and willingness for field work and relationship management.

10. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organisation with High Value relationships.

11. Willing to work in an individual capacity.

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