Job Description

Roles & Responsibilities :- The Client Relationship Manager will be tasked with cultivating relationships with their current clientele (Affluent & Super Affluent) and establishing a robust client base.- Cultivating and nurturing client connections while driving Assets Under Management (AUM) from preferred clients.- Providing investment guidance to Affluent clients and overseeing their financial portfolios, with a focus on expanding existing client engagement.- Monitoring the Affluent & Super Affluent Client sector within the market to identify potential new clients.- Researching, exploring, and keeping clients informed about available investment opportunities and financial market trends to assess their suitability for client portfolios.- Collaborating with the product and research team (Centralized CFP Team) to make investment decisions for clients.- Facilitating and participating in seminars, workshops, and other initiatives aimed at business development.Candidate profile : - Minimum 6 months experience in handling HNI Relationships, Sales & Financial Planning of HNI.- Clients from the BFSI sector with good business/market knowledge.- HNI Client Acquisitions and Relationship Management & service.- Ability to inspire trust and confidence in clients.General Competencies :- Positive attitude, socially effective, high level of perseverance and patience- Assertive & hardworking- Result oriented- Strong analytical skills and ability to work in teamsFor more information :Shraddha Patel | HR team8488833693 (ref:updazz.com)

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