(15h Left) Relationship Manager
1 day ago
Key Responsibilities:
1. Client Acquisition and Relationship Management
- Identify, prospect, and acquire new high-net-worth clients (HNWIs).- Build, nurture, and sustain long-term relationships with existing clients.- Understand clients financial goals, risk tolerance, and investment needs to- provide tailored financial planning solutions.
2.Product Knowledge and Sales
- Attain deep expertise in investment product and alternative investment products.- Present and explain product features, benefits, and associated risks to- clients effectively.- Drive cross-selling and upselling initiatives to achieve sales and revenue- targets for the assigned region.- Market Intelligence and Competitive Analysis- Compliance and Risk Management
3. Market Intelligence and Competitive Analysis
- Monitor industry trends, regulatory updates, and competitors’ strategies.- Formulate innovative sales strategies to enhance market presence.
4. Compliance and Risk Management
- Ensure adherence to regulatory guidelines and internal compliance- standards.- - Proactively manage risks to safeguard clients and the company’s- interests.- - Maintain precise and up-to-date documentation of client interactions and- transactions.
Skills and Qualifications
- Educational Background: MBA from a reputed institution. Experience: 5+ years in financial services, preferably in wealth management or sales of investment products
- Strong knowledge of Indian capital markets and financial instruments
- Excellent communication, presentation, and relationship-building skills.
- Proven sales and negotiation expertise with a results-driven approach
- Ability to work independently and collaboratively in a fast-paced
environment
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