Religare Private Wealth - Associate Relationship Manager

Associate Relationship Manager

This opportunity is with Religare Private Wealth based at Bangalore.

Religare Private Wealth (RPW) is one of India's leading providers of research-backed open architecture advisory led wealth management services and solutions. an integral part of the broader Capital Markets business of Religare group. RPW's wealth management know-how, risk management methodologies and framework and innovative investment solutions, is based on global best practices.

RPW's key value proposition of Simplified Wealth Solutions- for its clients rests on three core pillars comprising of knowledge led people, best practice processes and world class investment solutions. The business prides in its ability to break down a world of investment complexities into a world of investment simplicity to help clients achieve their personal financial goal.

- Candidate with SME background preferred.

The role involves the following :

- Assist the Senior Relationship manager to acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 1 Cr.

- These relationships are calculated as individuals, corporates, trusts, families, etc. Acquisition of these relationships will require the Associate Relationship manager to engage in the following activities prospecting, cold calling, lead qualification, pitching.

- Gather research and intelligence to identify and qualify new sales opportunities

- Maintain the highest degree of learning required to be able to service these clients for products and services in the wealth management space.

- This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

- Strict and detailed adherence to all regulatory guidelines stipulated by the organization as well as regulators across various services that are provided to the clients.

Desired skill sets :

- Ability to approach prospects through multiple sources of network including but not only families managed in the past.

- Employed in a banking framework, other NBFCs, broking companies. Candidates of any other similar service industry with relevant exposure to high net worth families too can apply.