Wealth Relationship Manager - BFSI

Wealth Relationship Manager

Job Description:

- We are seeking an experienced Wealth Relationship Manager to join our team.

- The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.

- The candidate should have excellent understanding of financial products and holistic overview of product suitability to the clients.

- The candidate should have a hands-on experience of handling UHNI/HNI clients with minimum ticket size exceeding 5 crores.

Responsibilities:

- Build and maintain strong, long-lasting client relationships.

- Understand clients' financial goals and objectives and provide suitable investment advice

- Recommend investment products such as mutual funds, PMS, and debt funds based on clients' needs.

- Monitor clients' portfolios and provide regular updates on performance.

- Conduct financial reviews and prepare investment proposals for clients.

- Stay updated on market trends and regulatory changes affecting wealth management products.

- Collaborate with internal teams to ensure seamless service delivery to clients.

- Meet individual and team targets for business growth and client acquisition.

- Experience in Team handling for at least 5-7 years.

Requirements:

- MBA in Marketing/Finance will be preferred with specific modules/certification of wealth management.

- Should have solely managed and serviced client relationship worth 200-300crs.

- 8-12years of experience as a Wealth Relationship Manager or similar role in the financial services industry.

- Proven expertise in mutual funds, PMS, and debt funds, bonds, CPs etc.

- Strong understanding of financial planning and investment strategies.

- Ability to work as part of the team.