CHENNAI · FULLTIME
Relationship Manager
Full Basket Property Services
Chennai · onsite · Posted 3d ago
Sourced from
Undisclosed4–8 yrsfulltimeChennai
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Section · 01
About this role
Relationship Manager
- The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.
- Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients.
- Track the above set of clientele in the market for new client acquisition.
- To read, research and update themselves on available investment opportunities in the market.
- Ability to cross sell other financial products showcased by the wealth team.
- Financial Acumen, analytical thinking with an aptitude for relationship management.
QUALIFICATIONS:
- Dialogue with our clients to understand their business objectives and challenges.
- The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.
- Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients.
- Track the above set of clientele in the market for new client acquisition.
- To read, research and update themselves on available investment opportunities in the market.
- Ability to cross sell other financial products showcased by the wealth team.
- Financial Acumen, analytical thinking with an aptitude for relationship management.
QUALIFICATIONS:
- Minimum 4 years" of client relationship experience Mcom, MBA, CA, CFA
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Section · 02
Skills
PMSCFAFinancial ProductshnisRelationship ManagerClient AcquisitionResearchEquity Researchclient relationshipRelationship Management