Job Description
Anand Rathi share and stock brokers limited is looking for HNI Relationship Manager to join our dynamic team and embark on a rewarding career journey.Client Acquisition: Identify and prospect high net worth individuals and families, and develop strategies to acquire new HNI clients.
Client Engagement: Build and maintain strong, long-lasting relationships with HNI clients, gaining an in-depth understanding of their financial goals and objectives.
Comprehensive Assessment: Conduct thorough financial assessments for HNI clients to develop personalized wealth management and investment strategies.
Financial Advisory:
Investment Planning: Provide expert advice on investment opportunities, portfolio management, and asset allocation, aligning strategies with client goals and risk tolerance.
Estate Planning: Assist clients in estate planning, wealth transfer, and legacy preservation strategies.
Product and Service Promotion:
Product Knowledge: Maintain a deep understanding of financial products and services, including exclusive offerings tailored for HNI clients.
Cross-selling: Identify opportunities to cross-sell banking and investment products, insurance, and other financial solutions.
Documentation and Compliance:
Documentation: Facilitate the completion of documentation for account opening, investments, and transactions for HNI clients.
Regulatory Compliance: Ensure strict adherence to financial regulations, tax laws, and reporting requirements applicable to HNI clients.
Market Research:
Market Trends: Stay updated on global and local market trends, economic conditions, and investment opportunities relevant to high net worth individuals.
