Relationship Manager - Wealth - HNI/UHNI

Relationship Manager - Wealth

Location : Mumbai

Who can apply : Anyone handling sales / client acquisition/ Client management in HNI & UHNI space in Banks, Asset Management companies, Securities, Private wealth companies.

Roles & Responsibilities :

Responsibility :

- To achieve the set business targets defined for the various product line in Wealth business.

- To help build the Wealth business in assigned territory/location by acquiring new relationships and nurturing existing relationships for achievement of long term business objectives and client servicing.

Job Analysis :

Primary Functions/Responsibilities :

- To drive Sales /Revenue targets defined for the various Wealth / Investment Products.

- Deliver Investment strategy and solutions to clients directly by advising on building portfolios based on Portfolio Management approach and in line with their risk/return profile and goals.

- Constant monitoring and review of select client portfolios based upon timely analysis of markets dynamics.

- Ensure adherence to laid processes and compliance.

- Very strong acumen for sales / acquisitions and relationship management

- Execute the Sales campaigns & Product promotions across all Products.

- Establish and maintain strong relationships with clients.

- Individual role