Relationship Manager - Broking

Synergy Hr Consultancy; Gurugram District, Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Synergy Hr Consultancy seeks a wealth management professional to manage relationships with HNIs, UHNIs, family offices and trusts in Gurugram. You will provide wealth product advisory, portfolio reviews and investment guidance, while servicing clients with a focus on cross-selling and revenue growth.

The role requires strong relationship skills, client servicing experience, and demonstrated sales strategy capabilities to expand wealth offerings.

Qualifications

• Client relationship management skills for high-net-worth clients
• Advisory capabilities across wealth products including mutual funds, PMS, AIFs, bonds, unlisted equities
• Ability to service clients and develop sales strategies to grow business

Responsibilities

• Manage relationships with HNIs, Ultra HNIs, family offices, trusts
• Provide wealth product advice and distribution
• Service clients and drive portfolio reviews and investment guidance
• Develop sales strategies and business development initiatives
• Cross-sell products and enhance revenue

Skills

Client Relationship Management

Wealth Product Advisory

Client Servicing

Sales Strategy & Business Development

Portfolio Review

Cross-Selling & Revenue Enhancement

Job description

• Should be dealing with HNI , Ultra HNI , Family offices, Trust
• Knowledge on mutual funds, PMS, AIFs, bonds, structured
• products, fixed-income instruments, unlisted equities, pre-IPO opportunities, insurance, and other investment products

Required Candidate profile

• Client Relationship Management
• Wealth Product Advisory & Distribution
• Client Servicing
• Sales Strategy & Business Development
• Portfolio Review & Investment Guidance
• Cross-Selling & Revenue Enhancement