Manager/Senior Manager/AVP/VP - Preferred Relationship Management - Wealth - NBFC

Urgent opening for Leading NBFC Preferred RM [Delhi,Mumbai,Jaipur,Bangalore,Kolkata]

Job Description for Preferred Relationship Management - Wealth

Designation/ Grade : Manager/Senior Manager/AVP/VP.

Summary :

- The Relationship Manager - Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client.

- He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.

- He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Pre requisite :

- Relationship Managers with prior experience working in a Private bank/wealth management set up.

- Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.

- Experience of advising clients across asset classes.

- Strong analytical skills and ability to work in teams.

- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)

Roles & responsibilities :

- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

- Maintaining client relationships and generate AUM from preferred clients.

- Advising Affluent & Super 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 themselves 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.

Job Specifications Required :

Qualifications :

- An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience : Minimum 3-15 years in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set :

- Ability to inspire trust and confidence in clients.

- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.

- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.

- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients

- Good oral and written communication skills with clarity of thought, speech and expression

- Good interpersonal skills

- Good Analytical Skills

General Competencies :

- Positive attitude, socially effective, high level of perseverance and patience

- Assertive & hard working

- Result oriented