Relationship Manager - HNI / UHNI / Super HNI

BFSI

Company Name : Karvy Stock Broking Ltd

Skills : Customer Relationship Management

Job Location : Ernakulam , Kozhikode , Thiruvananthapuram , Chennai , Coimbatore , Madurai , HYDERABAD

No. of Openings : 75

Gender Preference :No Preference

Last date to Apply : 15th Jan 2019

Qualification
Mandatory Qualification :
UG-Non Engineering
Qualifications :
Any Degree - Any Specialization
Additional Prefered Skills :
Stock Markets & Financial Services
Complete Job Description

ROLES &RESPONSIBILITIES: -

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


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

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

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

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

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

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

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

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

Language Known
English ( Proficiency - Intermediate ) :
Speak Read Write
Other Details
Weekly working Days :
6
OFF days Comment :
Not Updated
Annual CTC
400,000 - 1,200,000
Other Requirments :
Not Updated
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