Relationship Manager - BFSI

About Company:

Company: AIFPMS Experts India

About Us:

AIFPMS Experts where our unwavering commitment lies in serving discerning investors who share our vision of achieving long-term returns through a meticulous investment process. We take pride in managing the assets of individuals who are aligned with our philosophy of capitalizing on market opportunities by adhering steadfastly to a well-defined process and clearly defined goals.

While this approach may have led to parting ways with a few investors who did not embrace our methodological approach, we have, in turn, attracted like-minded individuals who not only resonate with our ethos but also find satisfaction in the realized returns.

Website: https://aifpms.com/

Position Details :

Position : Relationship Manager

Experience : 3+ Years

Location: Mumbai / Pune / Ahmedabad / Hyderabad / Bangalore / Delhi / Kolkata.

Job Description :

Job Summary :

- We are seeking a highly skilled and experienced Relationship Manager to join our team.

- The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships.

- This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction.

Key Responsibilities :

- Manage distribution Sales for location and handle top key relationships for product focusing PMS & AIF, Manage key relationship distributor, direct clients.

- Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products.

- Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.

- Responsible for strategizing, growing, and managing channel partners.

- Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.

- Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts' proven process.

- Conduct regular portfolio reviews and adjust strategies as needed to align with clients' changing needs and market conditions.

- Communicate the benefits of AIFPMS Experts' meticulous investment process and commitment to long-term returns.

- Identify and pursue new business opportunities to expand the client base.

- Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information.

- Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

- Prepare and present detailed investment reports and performance updates to clients.

- Ensure compliance with all regulatory requirements and company policies.

Qualifications :

- Bachelor's degree in Finance, Economics, Business Administration, or a related field.

- CFA, CFP, or other relevant certifications are highly desirable.

- Minimum of 3 to 8 years of experience in wealth management, financial planning, or a related field.

- Strong knowledge of investment products, financial markets, and regulatory requirements.

- Excellent communication, presentation, and interpersonal skills.

- Ability to build and maintain long-term client relationships.

- Strong analytical and problem-solving abilities.

- Proficiency in financial planning software and Microsoft Office Suite.