Hni Relationship Manager

Job Description

Job SpecificationsProfileHNI-RMDesignationDeputy Manager & abovePRIMARY JOB RESPONSIBILITIES1. It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. And he/she should have a maximum number of own clients relationships and he/sheshould be aware of local market intelligence.2. Promote Focus Product of the month4. Maintain records of business on internal software CRM etc.5. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products6. Candidate should have experience in banking and broking industries and managing bank AUM of HNI Clients.This position reports to AVP/VPAcademic requirementsGraduate is preferredLocation Pan IndiaExperience 5-7 YearsRelevant experience 3-7 YearsTeam handling experience NAFUNCTIONAL /TECHNICAL & BEHAVIOURAL SKILLS REQUIREDFunctional/Technical Skills1. Good Knowledge of capital market2. Portfolio Management3. Financial PlanningBehavioral Skills 1. Lead from the front (playing captain approach) 2. Customer Satisfaction 3. Team management.AGE GROUP PREFERRED30-40 Years

Keyskills :
derivativesinvestment productspmsmutual fundsinvestmentstructured productspdcts.