Senior Relationship Manager - Individual Role job - IIFL Securities Limited - Senior Relationship Manager

IIFL Securities Limited

IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distribution, investment banking, institutional equities, realty services through its various subsidiaries. IIFL Holdings with a consolidated net-worth of Rs.28,248 million as at half-year ended September 30, 2015, has global presence with offices in London, New York, Houston, Geneva, Hong Kong, Dubai, Singapore and Mauritius. Our well-entrenched network of close to 2,500 business locations is spread over 850+ towns and cities in India.

Senior Relationship Manager - Individual Role

Roles & Responsibilities:

Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
Managing client relationship and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
To conduct and assist in organizing seminars, workshops and other business development activities.

Candidates who are currently working as

Wealth Manager
Sr.Wealth Manager
Portfolio Manager
Private Client Group RM
Burgundy RM
Insignia RM
Privy RM

Employment Type: Full Time, Permanent

Experience: 5 - 9 years.

Location: Anantapur (Andhra Pradesh, India), Nellore (Andhra Pradesh, India)

Salary: Rs. 5,00,000 - 10,00,000 P.A.

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Job Ad publication date: 10 Nov 2020

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Disclaimer

Job Advertisements on CareerAge.com are sourced from various employers and media. CareerAge.com makes no warranties about the Advertiser's authenticity, accuracy, reliability, completeness, or timeliness of the material, services, software, text, graphics and links. The Job Advertisements do not constitute advice and should not be relied upon in making (or refraining from making) any decision. The individual would have to conduct his/her own background checks on the bonafide nature of the Advertisers as well as the Job Advertisements, and must exercise utmost caution before getting into any kind of monetary transactions/agreements with the Advertisers. CareerAge.com shall not be liable in the event of any monetary/financial loss or any other loss incurred/suffered by the individual on account of his/her own decision in this regard.