Relationship Manager

AnandRathi; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

AnandRathi in Mumbai seeks an experienced HNI client advisor responsible for direct sales and acquisition of high-net-worth clients through personal networking, references, and local market knowledge.

You will build long-term relationships, grow client investment portfolios, promote Focus Product of the Month, and cross-sell equities, mutual funds, insurance, PMS, and structured products, driving AUM growth.

Qualifications

• Experience in direct sales to HNI clients.
• Strong networking and relationship-building abilities.
• Proven track record of growing client portfolios.

Responsibilities

• Direct sales and acquisition of quality HNI clients through networking and references.
• Leverage client network and local market knowledge to generate new business opportunities.
• Build and maintain long-term relationships and grow investment portfolios.
• Promote and drive sales of the Focus Product of the Month.
• Acquire HNI clients and cross-sell various investment products including Equity, Mutual Funds, Insurance, PMS, and Structured Products.
• Manage and grow clients' AUM across Equity and other investment products.
• Identify potential business opportunities through market intelligence and competitor analysis.

Skills

Direct sales

HNI acquisition

Networking

Relationship management

Cross-selling

Job description

• Responsible for direct sales and acquisition of quality HNI clients through personal networking, references, existing databases, and market intelligence.
• Leverage a strong personal client network and local market knowledge to generate new business opportunities.
• Build and maintain long-term relationships with HNI clients and grow their investment portfolios.
• Promote and drive sales of the Focus Product of the Month.
• Acquire HNI clients and cross-sell various investment products, including Equity, Mutual Funds, Insurance, PMS, and Structured Products.
• Manage and grow clients' AUM across Equity and other investment products.
• Identify potential business opportunities through market intelligence, networking, and competitor analysis.

Behavioral Skills:

• Go get the Approach
• Customer Relationship
• Customer Satisfaction