Relationship Manager - HNI

About our client:

Our client is a leading financial services provider in India offering a wide range of products and solutions to cater to the diverse needs of their clients. They have a strong presence in the equity debt currency commodity and derivatives markets as well as in wealth management insurance mutual funds and portfolio management services.

Location : Chennai

Experience : 3Years

Roles & Responsibilities:

Achieve revenue targets

Acquire new accounts per annum with a minimum margin per account.

Actively prospect and engage in client acquisition efforts to grow the business.

Build deep relationships with clients identify their investment goals and offer solutions that best match their needs.

Perform regular portfolio reviews to ensure client investment objectives are met.

Attend team meetings and contribute to the teams success by sharing experiences and client feedback.

Maintain a highlevel of product knowledge and stay informed with industry trends and changes.

Sell and distribute products such as IAP Mutual funds Portfolio management services Alternate investment fund insurance and mbonds.

Remote Work :

No