The Relationship Manager will be Responsible for Acquiring HNI clients (HNI& Super HNI).
HNI = Initial Minimum Margin of 5 Lac
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.
The candidate should be working in an individual contributor role and handled a large portfolio size.
The candidate must be a Graduate / Post Graduate and possess more than 2 years of relevant experience from BFSI segment.
Must possess excellent influential skills and be able to inspire trust and confidence in clients.
Cross sell and up sell existing products to the existing and new clients.
Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
A thorough understanding of financial markets, their behaviour, macro movements with respect to market.
Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients.
Candidate with AMFI, IRDA, NISM certification will be given preference
Compensation and rewards best in the Industry
KARVY, is a premier integrated financial services provider, and ranked among the top five in... the country in all its business segments, services over 16 million individual investors in various capacities, and provides investor services to over 300 corporates, comprising the who is who of Corporate India. KARVY covers the entire spectrum of financial services such as Stock broking, Depository Participants, Distribution of financial products - mutual funds, bonds, fixed deposit, equities, Insurance Broking, Commodities Broking, Personal Finance Advisory Services, Merchant Banking & Corporate Finance, placement of equity, IPOs, among others. Karvy has a professional management team and ranks among the best in technology, operations and research of various industrial segments.| Read full description