Relationship Manger - Wealth Management

Summary:

Seeking an experienced Relationship Manager with 8-12 years of expertise in Wealth Management. Responsible for acquiring new HNI/UHNI clients, deepening existing relationships, and providing investment solutions. Proficient in cross-selling investment products and achieving monthly targets. Strong adherence to compliance and regulations is essential.

Key Responsibilities:

- Acquire new HNI/UHNI clients and enhance existing relationships.

- Analyze client profiles, identify investment opportunities, and match with suitable products.

- Source clients interested in specific investment products, meeting business requirements.

- Cross-sell Mutual Funds, Bonds, PMS, AIF, and Structured products.

- Achieve monthly targets set by the organization.

- Assess clients' risk profiles, optimizing risk vs. reward balance.

- Ensure compliance with KYC/SEBI regulations in financial services.

- Provide regular updates to immediate superiors.

Competencies Skills Required:

- 6-7 years of Wealth Management experience (mandatory).

- Proficiency in AIF and PMS.

- NISM 5A, 10A, 21A qualified.

- Proven ability to attract at least 10 anchor investors with cheque sizes of 10-50 Crores.

- Capable of garnering a minimum of 60 CR in the first six months of fund launch.

- Ability to create a nationwide list of family offices/UHNIs for equities focused strategies.

- Established base of UHNI clients within their influence.