Senior Relationship Manager - Wealth Management - Boutique Investment Banking Firm - CA/IIM/ISB/MDI/FMS

Senior Relationship Manager Wealth Management for boutique investment banking firm

Requirements:

- Relevant experience in investment advisory / wealth management

- MBA from a premium institute or CA

- Relevant certifications

- Strong industry and product knowledge, including understanding of applicable compliance rules and regulations

- Ability to think and execute strategically, prioritize and resolve complex problems

- Detail-oriented with superior organizational and time management skills, including delegation of work

- Team player with the ability to collaborate with others

- Ability and interest to work in a fast-paced, evolving environment

- Ability to use & analyse data tools related to investments products

- Benchmarking Peers/ Execution on Key Initiatives/Management

- Discussion/ MIS Review

- Maintaining external network i.e. to maintain contact with the customers

- Attitude to service clients by providing them smooth and superior service delivery

- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization

- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

- Decision making skills with strong sense of ownership and ability to work under pressure

Responsibilities:

- The incumbent will act as an experienced and trusted representative of the firm to its clients and deliver a range of bespoke services to mid size treasury companies through meaningful product differentiation and advisory services.

- Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and organization investment goals and cash flow management, seamlessly align service delivery for an enhanced customer experience.

- Track the Corporate segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.

- Focus on business development and achieve growth in relationship value, revenues & improve client stickiness

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

- Formulate outbound and inbound sales plan to acquire new Clients for increasing customer base of the portfolio

- Provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.

- Ensure compliance with key regulatory and organization level requirements