Rathi - Wealth Manager/Relationship Manager

Relationship Manager (HNI/ UHNIs)

(Managing large trader clients).

Reporting to: Head HNI Desk.

Location: Regional office Nehru Place.

JOB ROLE & Responsibilities:

- Acquiring high value relationships into the HNI Broking vertical (EQUITY).

- Managing Large Trader Clients/Big Ticket size Client Acquisition & service.

- Managing relationship of super HNI clients, retaining & enhancing advisory relationship.

- Managing relationships of HNI clients, retaining & enhancing advisory relationships.

- To generate revenue from existing customers mapped and from new clients.

- To execute cross sell efforts as per focus of the organization at any given point in time.

- To keep one self-updated on the financial markets and in advisory products / services in Particular.

Experience: Minimum 3 to 8 yrs in handling HNI relationship, Sales of BIG HNI Clients/Trader clients from BFSI or any other sector with good business / market knowledge.

Looking for candidates from HNI Broking/PCG Desk only, having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs in previous employer.