Relationship Manager - HNI / UHNI / Super HNI
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
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.