Relationship Manager - Wealth Management Business

Client Account Management

- Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.

- Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.

- Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration

- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

- Organize customer events to enhance customer bonding.

- Acquire new UHNI customers through converting referral leads.

- Compliance, Risk & Controls

- Ensure that KYC/AML and other compliance norms are strictly adhered to.

- Appropriately assess risk when business decisions are made, demonstrating particular

Qualifications:

- 5-8 years of experience

- Ability to manage relationships both internal and external; Ability to multi-task

- Mandatory certifications as required for selling financial products