Z-1399 | Relationship Manager / Financial Advisor - Equity

Job Location : Chennai, Bangalore, Hyderabad, Mumbai.

Role & Responsibilities :

• Acquire, develop and oversee relationships with UHNI Clients with an annual revenue potential of 10 lacs and above.
• Client Management : Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value.
• Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value.
• Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP) , PMS , AIFs etc.
• Understand research and update oneself on available investment opportunities in line with markets.
• Servicing clients across the entire basket of products comprising of Equity, Funding and investment products.

Functional Competencies :

• Capital Market knowledge – Cash, F&O, Currency.
• Understanding and expertise in various wealth products: MF, PMS, AIF, SP. Sound understanding of the wealth management business and hence the nuances of product structuring and customizations for HNWI client segments.
• Strong Funding Product knowledge: LAS, IPO, MTF.
• Strong Risk Understanding.