Relationship Manager

1 month 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

environment


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