Description :

Position Name: Relationship Manager 

Location: Janakpuri

Job Timing: 9:30 AM - 6:30 PM

Days Off: 1st and 2nd Saturday off; 3rd, 4th, and 5th Saturday working

Key Requirements:

• Experience: 3+ years in relationship handling, with at least 6 months of experience managing HNI clients in the BFSI sector.
• Background: Candidates must come from a Wealth Management background.
• Client Handling: Proven experience in handling High Net Worth Individuals (HNI) with a minimum investment of Rs 25 lakhs.
• Stability: Current experience should be 2+ years in the same company. Candidates should show stability, with an average of 2-3 years in each past role and no more than 2 job changes in the last 5 years.
• Civil Score: 700+
• Education: Graduate mandatory; MBA preferred.

Skills Required:

• Strong communication and persuasion skills
• Active listening and problem-solving abilities
• Expertise in client acquisition and relationship management
• In-depth knowledge of investment strategies and financial planning
• Proficiency with CRM software and market research

Roles and Responsibilities:

• Acquire and manage HNI client relationships, focusing on maintaining and growing a strong client book.
• Advise clients on investment strategies and manage their financial portfolios.
• Research market trends and investment opportunities to guide client decisions.
• Collaborate with the central product and research team for tailored investment recommendations.
• Organize and participate in business development activities, including seminars and workshops.
• Track and acquire new affluent and super-affluent clients to expand the client base.
• Ensure exceptional client service, aiming for high satisfaction and retention.