Senior Relationship Manager in Sales for HNI Clients

Role Overview

As a Senior Relationship Manager in the Sales team at PhillipCapital (India) Pvt. Ltd., your primary focus will be on managing relationships with High Net Worth Individual (HNI) clients. You will be responsible for understanding their financial needs and providing customized investment solutions. Your role will also involve identifying new business opportunities, cross-selling financial products, and expanding the portfolio of HNI clients. Additionally, conducting client meetings, monitoring financial performance, and ensuring high levels of client satisfaction will be vital aspects of your responsibilities.

Key Responsibilities

• Foster strong partnerships with High Net Worth Individuals (HNIs) and ensure client satisfaction through effective client relationship management.
• Utilize your sales and business development skills to achieve or exceed targets in wealth management or investment product sales.
• Demonstrate in-depth knowledge of financial products, portfolio management, and investment strategies to offer tailored solutions to clients.
• Apply strong analytical and problem-solving skills to assess clients' financial needs accurately.
• Communicate effectively and build rapport with high-profile clients using excellent communication and interpersonal skills.
• Contribute relevant experience in wealth management, financial brokerage, or investment banking to the team. An MBA or similar qualification in Finance or related fields will be advantageous.

Qualifications Required

• Proven experience in client relationship management, particularly with High Net Worth Individuals (HNIs).
• Track record of achieving or exceeding targets in wealth management or investment product sales.
• Thorough knowledge of financial products, portfolio management, and investment strategies.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Relevant experience in wealth management, financial brokerage, or investment banking. An MBA or similar qualification in Finance or related fields is preferred.