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.