HNI Senior Relationship Manager

JD for HNI RM :

Designation : Relationship Manager(HNI) Salary : Competitive

Reporting to: HNI Desk Head Location – Kolkata

Key Responsibilities:

Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship building.

Promote Focus Products: Drive sales by actively promoting the focus product of the month to both existing and prospective HNI clients. Stay updated on product features, benefits, and market trends to effectively communicate value propositions.

Maintain Business Records: Utilize internal software and Customer Relationship Management (CRM) tools to diligently maintain records of client interactions, transactions, and preferences. Ensure accurate and up-to-date documentation of all business activities.

Sell Financial Products: Demonstrate expertise in selling a range of financial products including Mutual Funds (MF), Insurance, Portfolio Management Services (PMS), and Structured Products to HNI clients. Tailor product recommendations to suit individual client needs and investment objectives.

Industry Experience: Possess a solid background in banking and broking industries with a focus on managing bank assets under management (AUM) for HNI clients. Leverage past experience to effectively navigate complex financial landscapes and provide tailored solutions.

Qualifications:

Bachelor's degree in Finance, Business Administration, or related field.

Proven track record of acquiring and managing high net worth clients.

Strong networking, communication, and negotiation skills.

In-depth knowledge of financial products and markets.

Proficiency in using CRM software and other relevant tools.

Relevant certifications such as AMFI, IRDA, and NISM will be advantageous