Relationship Manager

Full Basket Property Services; Chennai District; On-site; INR 600,000 - 900,000; Full time

Job summary

Full Basket Property Services seeks a Relationship Manager to engage high-net-worth individuals, family offices, corporates and NRIs for equity and derivative broking services. The role includes understanding client objectives, advising on investments in collaboration with the equity research team, and deepening wallet share through portfolio management.

The candidate will track client segments, read market opportunities, and cross-sell other wealth products.

Qualifications

• Must have strong client relationship and networking abilities.
• Ability to advise clients on investments in consultation with equity research.
• Adept at analyzing financials to manage portfolios and deepen wallet share.

Responsibilities

• Dialogue with clients to understand objectives and challenges.
• Acquire & service HNIs, family offices, corporates, NRIs, PMS and AIFs for broking execution.
• Advise on investments and manage overall financial portfolios.
• Cross-sell other financial products offered by wealth team.

Skills

Client relationship management

Financial analysis

Cross-selling

Portfolio advisory

Education

MCom

MBA

CA

CFA

Job description

Relationship Manager

• Dialogue with our clients to understand their business objectives and challenges.
• The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.
• Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients.
• Track the above set of clientele in the market for new client acquisition.
• To read, research and update themselves on available investment opportunities in the market.
• Ability to cross sell other financial products showcased by the wealth team.
• Financial Acumen, analytical thinking with an aptitude for relationship management.

QUALIFICATIONS:

• Minimum 4 years" of client relationship experience Mcom, MBA, CA, CFA