HNI Sales - Affluent Hyderabad | Scrabble
Posted on December 13, 2024
Job Description
<meta charset="UTF-8" />
<p>Affluent HNI - RM</p>
<p>Job Description [DRAFT]</p>
<p>About Jio BlackRock: In July 2023, BlackRock and Jio Financial Services Limited (JFS) announced an agreement to</p>
<p>form Jio BlackRock, a 50:50 joint venture that combines the respective strengths and trusted brands of BlackRock and</p>
<p>JFS to deliver tech-enabled access to affordable, innovative investment solutions for millions of investors in India.</p>
<p>The ambition is to become market leader in asset management by 2030. According to estimates from the Association</p>
<p>of Mutual Funds in India, assets under management of Indian mutual funds doubled to INR 44.39 trillion (USD 542</p>
<p>billion) in the five years to June 2023.</p>
<p>Jio BlackRock brings BlackRock’s deep expertise and talent in investment management, risk management, product</p>
<p>excellence, access to technology, operations, scale, and intellectual capital around markets, while JFS contributes local</p>
<p>market knowledge, customer reach, digital infrastructure capabilities and robust execution capabilities.</p>
<p>Together, the partnership will introduce a new player to the India market with a unique combination of scope, scale, and</p>
<p>resources. JFS and BlackRock are targeting initial investment of US$150 million each in the joint venture. The joint</p>
<p>venture will have its own management team and will launch operations post all regulatory and statutory approvals.</p>
<p>About this role:</p>
<p>Affluent is a segment of customers who are High Net Worth who expect customized wealth management solutions</p>
<p>to meet their financial objectives. They require personalized services along with investment expertise and ease of</p>
<p>execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with</p>
<p>seamless touchpoints.</p>
<p>The Relationship Manager will be responsible for nurturing HNI client relationships through risk profiling,</p>
<p>continuous client engagements and providing investment solutions. The RM will be responsible for identification</p>
<p>of potential customers and providing them customized solutions as per their requirements. The position entails</p>
<p>client management and acquisition with a key focus on expanding the Asset Under Management. Key capabilities</p>
<p>include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with</p>
<p>multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client</p>
<p>engagements will be to ensure superior customer experience.</p>
<p>Key responsibilities:</p>
<p>• Provide financial solutions to HNI customers while maintaining high service standards.</p>
<p>• Maintain complete customer profile including the risk profile, demographics, and portfolio allocation.</p>
<p>• Enrich relationships and garner higher wallet share through customer engagement activities.</p>
<p>• Deepen the existing relationships by garnering client portfolio allocations across all the key offerings of</p>
<p>Jio BlackRock</p>
<p>• Identify potential customers who can be sold tailored products to enhance product penetration.</p>
<p>• Acquire new customers by converting referral leads.</p>
<p>• Achieve targets as assigned by the organization monthly.</p>
<p>• Record and track all engagement activities through the CRM system.</p>
<p>• Comply with the rules and regulations laid out by the regulator.</p>
<p> </p>
<p> </p>
<p><meta charset="UTF-8" /></p>
<p>Key skills and experiences:</p>
<p>• Graduation/ Post graduation from a recognized institute</p>
<p>• AMFI and NCFM certifications</p>
<p>• 6-10 years managing High Net worth clients.</p>
<p>• Ability to manage complex client situations.</p>
<p>• Good communication (both verbal and written) skill in both English and the local language.</p>
<p>• Ability to handle pressure and meet deadlines.</p>
<p>• Good networking and relationship building skills.</p>