Relationship Manager/Wealth Manager - Bank

"Relationship Manager" or "Wealth Manager"

The job would require the candidate to acquire new clients and manage existing relationships

Objective of the role:

- Responsible for Relationship Management and new client acquisition for MSME's, SME's and family offices in Mumbai

- New institutional client acquisition and reactivation of dormant clients

- Tracking companies and promoters for cash/fund flows through various available resources

- Strengthening existing relationships to create a long term asset book

- Increase market share and revenue from assigned relationships

- Conduct meetings with clients/institutional brokers, understand their needs and suggest appropriate products

- Update clients with latest market developments and fund house views regularly

- Create relevant reports and business proposals using excel and power point

Knowledge required for the role:

- Strong knowledge of capital markets and other financial products

- Strong product knowledge

- Business Acumen

- Deep understanding of Sales process

Skills required for the role:

- Influence clients and stakeholders

- Deliver good presentations

- Network and use market intelligence for increasing reach in the market

- Ability to mine data

- Plan and execute tasks

- Familiarity with Microsoft Office