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Relationship Manager

Company
India Infoline 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.
Description

-The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI). -Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc. -Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile. -Maintaining client relationships and generate AUM from preferred clients. -Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients. -Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves 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. -To conduct and assist in organizing seminars, workshops and other business development activities.
Position
Relationship Manager
Qualifications
4 to 9 years of experience
Experience
4 to 9 years of experience
Additional Information
Salary: INR 4,50,000 - 9,50,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time
No. of Vacancies
Remuneration
Location
Chennai, Coimbatore, Trichy