Systematix Group

About the Company:- Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management.- With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors.- We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey. Business: Wealth Management. Role: Relationship Manager Wealth Management. Experience: 10+ years. Location: Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore. About the Role:- As a Wealth Relationship Manager, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience.- The role's primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across Financial Products.- You will be responsible for understanding clients' financial goals, designing customized portfolios, and ensuring superior client servicing.- By maintaining high standards of compliance, building long-term trust, and staying updated on market trends, you will help clients make informed investment decisions that optimize returns-while contributing to the continued growth and reputation of our organization. Key Responsibilities:- Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives.- Overall new AUM growth in line with the objective laid down by the company.- Managing individual revenue budget.- Advise clients on portfolio construction by offering a range of investment solutions across asset classes.- Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation.- Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence.- Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics.- Ensure clients have regular access to relevant research material and market insights.- Service and support existing clients in collaboration with the client servicing team.- Customize investment pitches and advisory solutions in line with client requirements.- Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships.- Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc.- Proven ability to build deep, long-term client relationships with a strong track record of client retention. Education & Certifications :- MBA (Finance), CA, or relevant postgraduate degree from a reputed institute.- Knowledge of Financial products & Capital markets is essential.- Compliance - Responsible to ensure all activities are in adherence as per Compliance framework. NISM Certification. (ref:iimjobs.com)