Senior Relationship Manager
6 days ago
Sr. Wealth Management RM
Designation: Partner | SVP | VP - Wealth Management
Grade: SVP | VP
Reporting To: CEO
About the Organization:
- It is a financial services conglomerate with focus on both fund based and non-fund based services.
- Incepted in 2013 with a vision of creating a remarkable financial institution foraying into Investment Banking, Capital Markets, Merchant Banking, Wealth Management, Fixed Income, Asset Management, Pension Fund Management, Restructuring of Assets & Liabilities, Private Equity and Fund Advisory is foraying into both the Private Wealth Management space.
Job Profile:
- Business development and client acquisition.
- Deliver a range of bespoke services to high profile and successful HNI's / UHNI's / Family offices through meaningful Product differentiation and Advisory services.
Job Description:
- Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.
- Track the HNI / UHNI segment in the market for new client acquisition.
- To research, investigate and update themselves on available investment. opportunities/financial market trends to determine whether they fit into clients' portfolios.
- Focus on business development and achieve growth in relationship value, and 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 plans to acquire new HNI/UHNI/Family office Clients for increasing the customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- To 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.
Skills and Competencies:
- Ability to use & analyze data tools related to wealth products
- Benchmarking Peers/ Execution on Key Initiatives/Management
- Discussion/ MIS Review
- Maintaining external network i. maintaining contact with the customers
- Attitude to service clients by providing them with smooth and superior service delivery
- Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization
- Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills
- Decision-making skills with a strong sense of ownership and ability to work under pressure
- Ensure compliance with key regulatory and organization level requirements Our commitment to Diversity, Equity, and Inclusion.
Preferred Educational Qualifications and Work Experience:
- 8-15 years of Relevant experience in Investment Advisory / Wealth management
- MBA / CA or equivalent from a premium institute
- Relevant certifications (RIA level 1 & level 2 from SEBI, if successfully passed)
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