Relationship Manager – HNI Sales

ROLES & RESPONSIBILITIES: -

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

· Maintaining client relationships and generate AUM from preferred clients.

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

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

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

· To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

· To conduct and assist in organizing seminars, workshops and other business development activities.

JOB SPECIFICATIONS REQUIRED:

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 1 year 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.

MOST Important: Do and Don’t: HNI- Relationship Managers

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

2. From the same Geography – Candidate should be from the same location.

3. Candidate who has earned incentives.

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

5. Ability and willingness to manage clients – not dependent on assignment clients by organization.

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

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

8. Willing to work in individually capacity.