Relationship Manager - Investment Products

Hire Best Recruitment Company; Chennai District; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Hire Best Recruitment Company in Chennai is looking for a wealth management sales professional to cater to mass affluent and HNI clients, recommending products like mutual funds, PMS, AIF, PE, SP, unlisted shares, bonds, direct equity and equity advisory services. You will meet AUM targets, drive investor acquisition in your area, and coordinate with product specialists to tailor investment solutions.

The ideal candidate has experience in sales/wealth management for HNI clients with a background

Qualifications

• Experience in sales/wealth management handling HNI clients.
• Preferred background: Wealth Management, Banking, Investment Counselling
• Domain Knowledge: Sales/Wealth Management

Responsibilities

• Meet the required AUM and investor acquisition targets for the assigned area.
• Cater to investment needs of mass affluent and HNI clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products.

Skills

Wealth management sales

HNI client handling

Job description

Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products

Meet the required AUM, investor acquisition and AUM targets for given area.

Required Candidate profile

• Experience in sales/wealth management of handling the HNI clients.


• Preferred industry back ground: Wealth Management, Banking, Investment Counselling


• Domain Knowledge: Sales/Wealth Management,