Job Overview
The Relationship Manager-Wealth is the ultimate face of the business as he/she is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
1) The Relationship Manager will be responsible for bringing their existing clients (> 1 crore) and building a strong client book.
2) Maintaining client relationships and generate AUM from preferred clients.
3) Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
4) Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
5) To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
6) To coordinate with product and research team ( Centralize CFP Team) for taking investment decision for the clients.
7) To conduct and assist in organizing seminars, workshops and other business development activities.
Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.
Handle and manage clients with a minimum Investment book of more than 100 crores.
Experience of advising clients across all asset classes.Candidates having good vintage in their present as well as previous companies. Candidates should be well experienced in banks, wealth management companies, broking firms or Asset Management centres with good client base.