PCG Relationship Manager

Sharekhan Limited; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Sharekhan Limited in Mumbai is seeking an experienced wealth management professional to manage relationships with high net worth individuals, understand their goals, and deliver tailored investment solutions. You will acquire new HNIs through networking, referrals, and marketing to grow the client base.

You will monitor portfolios to ensure alignment with objectives, adjust strategies as needed, and build deep knowledge of equities, fixed income, mutual funds, and other products to advise

Qualifications

• 7-15 years of experience in wealth management or related field such as equity broking or mutual funds sales.
• Strong background in HNI client handling, acquisition, and retention.
• Proven track record of building strong relationships with high-net-worth individuals.
• In-depth knowledge of various investment products including equities, fixed income securities, mutual funds etc.

Responsibilities

• Manage HNI clients’ relationships, identifying goals and providing tailored investment solutions.
• Acquire new HNIs through networking, referrals, and marketing efforts.
• Develop and maintain understanding of client needs, preferences, and risk tolerance to deliver personalized service.
• Monitor portfolios regularly to ensure alignment with objectives and adjust as needed.

Skills

HNI client handling

New client acquisition

Portfolio risk awareness

Investment products

Job description

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, identifying their financial goals and providing tailored investment solutions.
• Acquire new HNIs through networking, referrals, and marketing efforts to expand the client base.
• Develop and maintain a deep understanding of each client's needs, preferences, and risk tolerance to deliver personalized service.
• Monitor client portfolios regularly to ensure alignment with their objectives and make adjustments as needed.

Job Requirements :

• 7-15 years of experience in wealth management or related field such as equity broking or mutual funds sales.
• Strong background in HNI client handling, acquisition, and retention.
• Proven track record of building strong relationships with high-net-worth individuals.
• In-depth knowledge of various investment products including equities, fixed income securities, mutual funds etc.