Privilege Relationship Manager

AnandRathi; Khordha; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Anand Rathi Shares & Stock Brokers is seeking a Privilege Relationship Manager in Bhubaneswar to build a quality HNI client base. You will leverage networking, market intelligence, and CRM tools to onboard and service high-net-worth clients while promoting the focus product of the month.

The role requires selling a range of financial products – mutual funds, insurance, PMS, and structured products – and applying your banking/broking experience to grow AUM and deepen client relationships.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Proven track record of acquiring and managing high net worth clients.
• Strong networking, communication, and negotiation skills.
• In-depth knowledge of financial products and markets.
• Proficiency in using CRM software and other relevant tools.
• Relevant certifications such as AMFI, IRDA, and NISM will be advantageous

Responsibilities

• Acquire Quality HNI Clients through networking and databases.
• Promote focus products of the month to HNI clients.
• Maintain client interactions and transaction records using CRM.
• Sell financial products including MF, Insurance, PMS, and Structured Products to HNI clients.
• Leverage banking/broking experience to manage bank assets under management for HNI clients

Skills

Networking

Communication

Negotiation

CRM software

Financial product knowledge

Relationship management

Education

Bachelor's degree in Finance

Bachelor's degree in Business Administration

Tools

CRM software

Job description

Organization - Anand Rathi Shares & Stock Brokers

Role - Privilege Relationship Manager

Salary : Competitive

Location - Bhubaneswar

Reporting - Branch Manager

Key Responsibilities

• Acquire Quality HNI Clients: Utilize networking skills, tap into databases, and leverage market intelligence to acquire high-quality HNI clients. Build a robust client base through proactive outreach and relationship building.
• Promote Focus Products: Drive sales by actively promoting the focus product of the month to both existing and prospective HNI clients. Stay updated on product features, benefits, and market trends to effectively communicate value propositions.
• Maintain Business Records: Utilize internal software and Customer Relationship Management (CRM) tools to diligently maintain records of client interactions, transactions, and preferences. Ensure accurate and up-to-date documentation of all business activities.
• Sell Financial Products: Demonstrate expertise in selling a range of financial products including Mutual Funds (MF), Insurance, Portfolio Management Services (PMS), and Structured Products to HNI clients. Tailor product recommendations to suit individual client needs and investment objectives.
• Industry Experience: Possess a solid background in banking and broking industries with a focus on managing bank assets under management (AUM) for HNI clients. Leverage past experience to effectively navigate complex financial landscapes and provide tailored solutions.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Proven track record of acquiring and managing high net worth clients.
• Strong networking, communication, and negotiation skills.
• In-depth knowledge of financial products and markets.
• Proficiency in using CRM software and other relevant tools.
• Relevant certifications such as AMFI, IRDA, and NISM will be advantageous