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.

Share your resume by email.

Job Ad publication date: 10 Nov 2020