Relationship Manager - Client Acquisition/Wealth

Client Acquisition/Client Relationship Management & Investment Advisory

- Manage ongoing communication and service delivery - maintain prompt and regular communication channels with the client, update various market and regulator related information, etc.

- Seek to increase wallet size through additions to existing Assets under Management

- Represent Company's investment philosophy/views to client

- Collaborate and confirm with the Central Advisory Team regarding investment strategy and client portfolio structure.

- Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance

- Review portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) at regular intervals.

- Establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered.

Person Specifications:

Minimum Educational Requirements:

- Post Graduation in finance or marketing

- AMFI Certifications compulsory

Prior Work Experience:

- Minimum 2-5 years relevant experience

Specific Knowledge and Skills:

- Investment industry and Financial Planning related certifications as applicable as per Regulations

- Understanding of the full range of investment expertise in wealth management and related products, services and processes.

- Capacity to work with demanding clients and diverse groups of people - client centered approach

- Strong written and verbal communication skills

- Strong in Problem Solving skills and strategic thinking abilities

Working Conditions:

- Local travel for client meetings with occasional out of station travel, if client acquisition is required outside.

The Company is an independent Investment Advisory Firm, covering the entire spectrum of wealth management services.