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RELATIONSHIP MANAGER - EQUITY

6.00 to 11.00 Years   Hyderabad   07 Jun, 2022
Zecruiters Jobconnect Private Limited
Job LocationHyderabad
EducationNot Mentioned
SalaryRs 20 - 24 Lakh/Yr
IndustryBroking
Functional AreaEquity ResearchInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Role & Responsibilities :
    • Acquire, develop and oversee relationships with UHNI Clients with an annual revenue potential of 10 lacs and above.
    • Client Management :Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value.
    • Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value.
    • Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP) , PMS , AIFs etc.
    • Understand research and update oneself on available investment opportunities in line with markets.
    • Servicing clients across the entire basket of products comprising of Equity, Funding and investment products.
    Functional Competencies :
    • Capital Market knowledge Cash, F&O, Currency.
    • Understanding and expertise in various wealth products: MF, PMS, AIF, SP. Sound understanding of the wealth management business and hence the nuances of product structuring and customizations for HNWI client segments.
    • Strong Funding Product knowledge: LAS, IPO, MTF.
    • Strong Risk Understanding.

Keyskills :
wealth managementhigh net worth individualsfinancial advisor equty

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