Job Description
As a Relationship Manager, one needs to have an exceptional understanding of the financial markets and track competition closely to stay ahead of the curve. Constantly strive to find innovative solutions to onboard new clients with the organization and ensure their healthy equity balances.
Job Description
- Responsible for acquiring preferred HNI & UHNI clients.
- Look to always enhance his/her Capital Markets Knowledge through continuous self-learning and training provided by the company.
- Ensure that allocated clients are introduced/contacted regularly and managed effectively via telephone or in-person in such a way as to justify the value of the “Premium” service.
- Proactive attitude of growing the client base through existing client network via referral.
- Conduct detailed risk assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile.
- Proactively and frequently entertaining clients (and prospects) at various events and meetings, which will include “out-of-hours” commitment on evenings and weekends, as part of your relationship management expectations.
- Understand and specify the needs and preferences of high-value clients and offer tailored support.
- Liaise with other members of client-facing teams to ensure a high standard of client services.
- Driving business acquisition through reference, networking, and channel partnership.
- Formulate sales plans to acquire new HNI customers for increasing customer base.
- Conduct risk profiling of all mapped clients for better advisory on investment and trading requirements.
- Ensuring need-based product approach towards clients.
- Comply with the established companies ‘Ethics & Code of Conduct’ policies.
