Relationship Manager - Private Client Group - HNI/Ultra HNI

Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI

Responsible for primarily selling Mutual Fund, Equity based investment products, mutual funds, real estate funds & private equity.

To advise clients on their equity portfolio by doing fundamental analysis on individual stocks and sectors

Client acquisition for Private Client Group ( PCG and HNI Sales).

Servicing acquired clients and providing them with dealing support.

Cross selling other financial products like Mutual Funds, Bonds, Structured Products, Margin funding.

Identifying client's investment requirements/ preferences and design of portfolio with help of analysts and advisors.