As a Relationship Manager Investment Products, you will be responsible for acquiring, managing, and retaining High Net Worth (HNI) clients. This role requires a sound understanding of investment and equity products, financial planning, and relationship management.
Key Responsibilities
- Acquire and manage High Net Worth (HNI) clients Affluent & Super Affluent segments.
- Achieve business targets through cross-selling and client retention.
- Provide customized investment advice and portfolio recommendations.
- Conduct regular client and partner meetings to maintain engagement.
- Stay updated on financial market trends and new investment opportunities.
- Maintain client data and activity records in CRM systems.
Required Skills and Competencies
- Strong understanding of equity, mutual funds, and investment products.
- Excellent communication and relationship management skills.
- Consultative selling approach with a focus on long-term client value
- Proficiency in MS Office and CRM tools.
Qualification & Experience
- Education: Post Graduate / MBA or equivalent.
- Experience: Minimum 3-5 years of experience in investment products, equity, or wealth management.
Why Join
- Opportunity to work with a top-tier financial organization.
- Exposure to HNI and UHNI clientele.
- Growth-oriented work environment with attractive incentives.
For More Information:
Komal B. / HR Team
Phone/WhatsApp: +91 93289 59079
