Relationship Manager - Sales - Ultra HNI Segment - Banking

Key Responsibilities and Accountabilities:

- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

- Will be primarily responsible for identifying, and sourcing clients in equity broking.

- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on.

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

- Provide regular updates to the immediate superior as and when required.

Job Requirements:

Qualifications : Graduate + MBA from Tier 1 / Tier 2 Institutes

- 8 - 10 years work ex with 2 - 5 yrs exp in direct selling in Ultra HNI segment

Functional Competencies: 

Sound understanding of Capital Markets + Third party investment products like Mutual Funds, Bonds, PMS, Structured products + Asset products such as working capital loans, term loans, LAP, AL, HL, LAS and so on.

Behavioral Competencies: 

- Very strong communication & presentation skills.

- Must have good existing HNI / Ultra HNI client relationships in the market.

- Must be a self-starter, proactive passionate & target oriented.

- Must possess strong networking & relationship building skills