Job Description
Location : Mumbai ,Vadodara
Responsibilities
· The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
· He/She would be responsible to drive the TPP sales through branch sales team and advisors.
· 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 themselves 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.
Qualifications
An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience – Minimum 2 yrs 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
Responsibilities
· The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
· He/She would be responsible to drive the TPP sales through branch sales team and advisors.
· 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 themselves 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.
Qualifications
An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience – Minimum 2 yrs 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
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Marketing Executive Jobs is a plus.