Relationship Manager

Kconnectrs; Hyderabad; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Confidential in Hyderabad is seeking a results-driven Relationship Manager to handle HNI clients, profile investment needs, and offer a full bouquet of Debt, Equities, MFs, and Fund-based Real Estate products.

You will acquire and manage an exclusive client group, deepen relationships through cross-selling, capture wallet share, and drive profitability while coordinating with research, investment, and compliance teams.

Qualifications

• Postgraduate/ graduate degree is required.
• 3-9 years of relevant experience in wealth management or private banking.
• Experience with HNI client servicing and cross-selling.
• Strong networking and referral abilities.

Responsibilities

• Address HNI clients for investment requirements and advise on products.
• Acquire and manage a group of HNI clients.
• Profile customers and provide financial products to meet needs.
• Deepen client relationships through cross-selling and services.
• Achieve profitability by maximizing wallet share and income per customer.
• Coordinate with research, investment, and compliance teams to deliver compliant solutions.

Skills

HNI client handling

Cross selling

Portfolio management

Client profiling

Relationship building

Education

Postgraduate/ Graduate in any discipline

Job description

Role & responsibilities

• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Profiling Customers and providing financial products to meet customer needs.
• Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
• To Enhance & Retain customer profitability by capturing a larger share of Wallet.
• Ensure profitability of the portfolio: Generate high Income per Customer.
• Acquire new customers who meet product criteria through cross-referral.
• Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development:

• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• This role is to acquire B2C or B2B clientele & build a portfolio thereon.
• Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.
• Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

• Ensure profitability of the portfolio: Generate high Income per Customer.
• Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
• Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals.

Preferred candidate profile

• Minimum Degree: Postgraduate/ Graduate in any discipline
• Experience: 3 - 9 years of relevant Experience

Organization Name is Confidential and will be discussed during interaction.

Candidates from Wealth, Private Banking & NRI Management will be preferred.