Relationship Manager – HNI Sales jobs - Chennai - Skywings Advisors - 1 to 3 years of experience - 04 July 2025
Job Description
The Relationship Manager will be
responsible for bringing their existing clients (Affluent & Super Affluent)
and building a strong client book.
Maintaining client relationships 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.
Track the Affluent & Super Affluent Client
segment in the market for new client acquisition.
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
(Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
