Relationship Manager/Cluster Head - Private Wealth

Relationship Manager/ Cluster Head- Private Wealth

Key responsibilities and accountabilities:

- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.

- Analyze client portfolios and make necessary suggestions.

- Monitor financial market trends to ensure that client plans are responsive.

- Recommend financial products.

- Must ensure the growth of AUM / Book Size

- Responsible for identifying customer needs and assessing their risk appetite

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Provide regular updates to the immediate superior as and when required

- Responsible for business development through acquisition of high net-worth clients.

- Create and enforce plans that will help meet the needs of the customer.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Skills required:

Educational Qualifications: Graduation / Post Graduation in any discipline

Prior Experience: 5+ years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Knowledge of investment products, macro fundamentals n behavioral finance.

Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform

IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)