Karvy - Relationship Manager - HNI/UHNI Sales

ROLES & RESPONSIBILITIES - 

The Relationship Manager will be Responsible for Acquiring HNI clients (HNI & Super HNI).

HNI = Initial Minimum Margin of 5 Lac

- Acquire and Maintain relationship and increase AUM from HNI clients.

- Advising HNI & Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Aggressively track the HNI & Super HNI Client segment in the market for new client acquisition.

- To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients- portfolios.

- Work along with product team to give feedback and develop need based - PRODUCT- so as to suit the clients requirements

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities

- Assist in Corporate or in association with Exchanges, Depositories and AMC.