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Job Description Relationship Manager – HNI Sales
SUMMARY:
The Relationship ManagerWealth is the ultimate face of the business as (S) he is going to be
the final point of contact with the client. (S) He would be responsible for acquiring High Net
Worth relationships and managing & retaining such relationships by delivering the best
standards of services. (S) He would be expected to establish strong ties with them by designing
& implementing their financial plans; and then by ensuring that they receive and execute on the
right advice.
PREREQUISITES:
Relationship Managers with prior experience of working in a Broking/Private
bank/wealth management set up.
Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and
above.
Experience of advising clients across all asset classes.
Candidates having good vintage in their present as well as previous companies.
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 6 months 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 23 years in each of his last jobs/ should not have changed more than 2 jobs in last 5 years
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
9. Candidates already interviewed and rejected in the past should not be considered
Skills
Analytical Skill, Written Communication Skill, Marketing, Written Communication, Market Knowledge, Relationship Management, Insight, Interpersonal Skill, Financial Planning, Positive Attitude, Communication Skill, Hard Working, Patience, Geography, Strong Analytical, Interpersonal Skills
Full Time