Relationship Manager

3 days ago

Ahmedabad India Wealth First Portfolio Managers Ltd Full time

Job Description DESIGNATION : RELATIONSHIP MANAGER Location: Ahmedabad | Full time KEY RESPONSIBILITY AREA 1) SALES ACQUISITION - Acquire new clients through various sources. - Generate new business using existing and potential customer networks. (References) - To organize IAP through reference incorporates and generate new clients. - Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. - Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives. - Answer clients questions about the purposes and details of financial plans and strategies. - Implement financial planning recommendations. - Explain to clients the personal financial advisor's responsibilities and the types of services to be provided. 2) CLIENT RELATIONSHIP MANAGEMENT - Review clients accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. - Manage client portfolios, keeping client plans up-to-date. - Contact clients periodically to determine any changes in their financial status. - Analyze financial data received from clients to develop strategies for meeting clients financial goals. - Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. 3) REPORTS & DOCUMENTATION - Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections. - Managing and updating client portfolios. - To email monthly portfolio performance report along with comments to each client. - Build & maintain client database with A/B/C Analysis. - To maintain/modified data of each client on regular basis at wealth first web site Impersonal verification should be done in front of client - To update daily sales dashboard & report. - To keep record of minutes of meeting with clients. 4) TEAM MANAGEMENT & TEAM WORK - Guiding & mentoring my team towards making them more able, independent and profitable. - To coordinate with semi-back office & operations team for smoother transaction process. - Developing constructive and cooperative working relationships with others, and maintaining them over time. - Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics. 5) LEARNING & UPDATION - Monitor financial market trends to ensure that client plans are responsive - Investigate available investment opportunities to determine compatibility with client financial plans. - Keep yourself updated with latest financial trends, economic/market changes. - Keeping up-to-date technically and apply new knowledge to get better output in your work. - To clear necessary exam & also clear exam for renewal of certification needed for your profile QUALIFICATIONS - Graduate or Postgraduate in Finance, Commerce, or related field. - NISM certifications. - 14 years of experience in wealth management, financial advisory, or relationship management. KEY ATTRIBUTES - Client-centric mindset with high integrity. - Goal-oriented and self-motivated. - Strong interpersonal and negotiation skills.

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