Relationship Manager - Wealth Management

BASIC INFORMATION

Title - Relationship Manager

Area of operation - Wealth Management

Department - Sales Direct reporting Cluster Head

Level Sr. Mrg to AVP Dotted line/any other reporting Regional Head

Location Number of people supervised NA

PURPOSE OF ROLE

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 ACTIVITIES

Critical:

- Analyze financial information obtain from clients to determine

- Monitor financial market trends to ensure that client plans are

- 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:

- Analyze 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.

KNOWLEDGE SKILLS AND EXPERIENCE

Educational Qualifications Graduation / Post Graduation in any discipline

Additional Certifications/Trainings

- Prior Experience 7+ 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)

SECTION 8: COMPETENCIES

Behavioural Technical

- Result Orientation Knowledge of investment products, macro fundamentals n behavioral finance.

- Customer Focus Understand of all key product offering of MOFSL

- Knowledge Driven

- Aggression

- Continous Improvement

- Planning and Organizing

- Interpersonal/relationship management skills

- Passion for acquisition and sales