Omini

SUMMARY:

• The Relationship Manager-Wealth is the ultimate face of the business as (S) he 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.

PRE-REQUISITES:

• Relationship Managers with prior experience of working in a Broking/Private

bank/wealth management set up.

• Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and

above.

• Experience of advising clients across all asset classes.

ROLES & RESPONSIBILITIES:

• The Relationship Manager will be responsible for bringing their existing clients (Affluent

& Super Affluent) and building a strong client book.

• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial

portfolio and deepening the wallet from existing clients

• Track the Affluent & Super Affluent Client segment in the market for new client

acquisition

• To research, investigate and update them on available investment

opportunities/financial market trend to determine whether they fit into clients
portfolios.

• To coordinate with product and research team (Centralize CFP Team) for taking

investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business
development activities.

JOB SPECIFICATIONS REQUIRED:

Qualifications:
An MBA/PGDM or Graduate - (Finance/Marketing) Degree holder or focused education in
Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience:

Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI
Clients from BFSI sector with good business / market knowledge. Having experience of handling
HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set:

• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take

active interest in their financial well being.

• A thorough understanding of financial markets, their behavior, movements and

expectations with respect to market.

• Ability to process several inputs provided by research team and other sources and apply

them to the specific context of several clients - thus generating insights for clients

• Good oral and written communication skills with clarity of thought, speech and

expression

• Good interpersonal skills
• Good Analytical Skills

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience
• Assertive & hard working
• Result oriented
• Strong analytical skills and ability to work in teams.

JOB TYPE

Work Day:
Full Time

Employment type:
Permanent Job

Salary:
Negotiable

JOB REQUIREMENTS

Minimal experience:
Unspecified

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