Relationship Manager - Wealth - Hyderabad
Angel Broking Ltd
Hyderabad
57d ago

Job Description :

  • The relationship manager will be responsible for acquiring preferred clients (HNI / Ultra HNI).
  • Investment Advisory : Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.
  • viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc.

  • Carry out quarterly / annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile.
  • Maintaining client relationships and generate AUM from preferred clients.
  • Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the HNI / Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • Experience Range : 1 - 5 years

    1 - 5 years

    Educational Qualifications :

    Any graduation, and MBA / PGDM

    Job Responsibilities :

  • The relationship manager will be responsible for acquiring preferred clients (HNI / Ultra HNI).
  • Investment Advisory : Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.
  • viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc.

  • Carry out quarterly / annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile.
  • Maintaining client relationships and generate AUM from preferred clients.
  • Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the HNI / Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • Skills Required :

    Communication Skills, Quick Learner

    Candidate Attributes : Team Player

    Team Player

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