(15h Left) Relationship Manager

1 day ago


Bengaluru, India Ace Recruitment & Placement Consultants Pvt. Ltd. Full time
The Wealth Client Relationship Manager will be responsible for acquiring and managing relationships with ultra HNI/HNW clients, advising on financial planning, and achieving sales targets for wealth product and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills.

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

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