Wealth Manager – HNI Relationship Management HriZen

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

The Corporate Institute in Mumbai seeks a proactive professional to lead client acquisition and relationship management for HNI clients. You will profile clients, recommend debt, equity, mutual funds and real estate products, and deliver bespoke investment solutions with a focus on long-term goals.

You will grow a portfolio by cross-selling to mapped clients, expanding wallet share, and coordinating with research, compliance and investment teams to ensure compliant and profitable outcomes.

Qualifications

• Proven experience in acquiring and managing HNI clients.
• Ability to profile clients and offer debt, equity, MF, and real estate products.
• Strong cross-selling and wallet share expansion skills.
• Experience in building and maintaining high-value client portfolios.

Responsibilities

• Address HNI clients for investment requirements with exclusive product bouquet.
• Acquire and manage a group of HNI clients; profile customers and provide tailored solutions.
• Deepen relationships through cross-selling and expanding wallet share.
• Assist in marketing plans and acquisition initiatives for corporate/B2C or B2B clients.
• Collaborate with internal teams to ensure compliant and timely investment solutions.
• Network, seek referrals, and contribute to business growth targets.

Skills

Client Acquisition

Relationship Management

Cross Selling

Business Development

Financial Knowledge

Portfolio Management

Education

Postgraduate/ Graduate in any discipline

Job description

Main accountabilities:

Client Acquisition and Relationship Management:

• 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.

Qualifications & Experience:

• Minimum Degree: Postgraduate/ Graduate in any discipline.

Leadership Competencies:

• Ownership


• Speed


• Passion


• Boundaryless Behaviour


• Meritocracy


• Customer Focus


• Tech Quotient


• Cost Consciousness


• Adaptive


• Empathetic


• Collaborative


• Analytical


• Compliance


• Resilient