Relationship Manager - Private Wealth

Relationship Manager - Wealth Management

Job Description :

- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.

- Need to ensure growth of AUM or book size.

Key Deliverables :

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

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

- Must ensure the growth of AUM / Book Size.

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

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

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

- Routine Analyse client portfolios and make necessary suggestions.

- Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite.

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

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

Role Requirements :

- Educational Qualifications : Graduation / Post Graduation in any discipline.

- Experience : 5+ Years of Wealth Management experience in the industry.

- Must be from Wealth Platform or banking background.

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

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