Senior Relationship Manager

Kyte Money; Delhi; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Kyte Money is seeking a high-ambition Wealth Manager to drive client acquisition and advisory services in the Indian market. You will manage relationships with Retail, HNI and Ultra HNI clients, offer portfolio management and risk profiling, and contribute to revenue growth through stock broking services.

You will develop business plans, close deals by negotiating terms, and ensure timely execution of transactions, delivering tailored investment advice to sophisticated clients.

Qualifications

• 3-5 years of experience in Asset Management or related field.
• Strong understanding of Investment Advisory Services and portfolio management.
• Excellent communication skills for building relationships with HNI clients.
• Proven track record of meeting sales targets and closing deals.

Responsibilities

• Manage relationships with Retail, HNIs, and Ultra HNIs to acquire new clients.
• Provide investment advisory services including portfolio management and risk profiling.
• Develop business plans to increase revenue growth through stock broking services.
• Close deals by negotiating terms with clients and ensuring timely execution of transactions.

Skills

Client relationship mgmt

Communication skills

Sales target achievement

Investment advisory knowledge

Job description

Roles and Responsibilities

• Manage relationships with Retail, High Net Worth Individuals (HNIs) and Ultra HNIs to acquire new clients and grow existing ones.
• Provide investment advisory services, including portfolio management, wealth creation strategies, and risk profiling.
• Develop business development plans to increase revenue growth through sales of stock broking services.
• Close deals by negotiating terms with clients and ensuring timely execution of transactions.

Desired Candidate Profile

• 3-5 years of experience in Asset Management or related field like Stock Broking or Wealth Management.
• Strong understanding of Investment Advisory Services and ability to provide expert advice on portfolio management.
• Excellent communication skills for building strong relationships with HNI/Ultra HNI clients.
• Proven track record of meeting sales targets and closing deals effectively.