Relationship Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients, providing personalized financial advice and solutions to meet their investment goals.
• Develop and maintain strong relationships with existing HNIs, identifying opportunities for cross-selling of wealth management services.
• Identify new business prospects through networking, referrals, and market research to drive growth in HNI acquisitions.
• Collaborate with internal teams to ensure seamless delivery of equity advisory, equity sales, PMS, stock broking, and other investment products.

Job Requirements :

• 6-13 years of experience in portfolio management or related field such as equity sales or financial advisory.
• Strong understanding of various investment products including equities, bonds, mutual funds etc. .
• Proven track record in HNI client handling and acquisition with excellent communication skills.