Relationship Manager

2 weeks ago

Mumbai, Maharashtra, India CIEL HR Full time

Relationship Manager Wealth Management Locations - Mumbai Ahmedabad Kolkata Guwahati Patna Ranchi Raipur Jamshedpur Dhanbad Bhuwaneshwar Cuttack We are seeking a highly skilled and experienced Wealth Management Advisor to join our dynamic team The ideal candidate will be responsible for acquiring High Net-Worth Individuals HNI and Super Affluent clients managing and expanding our existing client base and providing expert financial advice to meet our clients unique investment needs This role requires a deep understanding of the financial market excellent client relationship skills and a proven track record in generating Asset Under Management AUM growth Key Responsibilities HNI Client Acquisition Develop strategies to identify and attract potential HNI and Super Affluent clients Network extensively to build relationships and establish a strong presence in the target market Leverage various channels for client acquisition including referrals partnerships and digital platforms Client Relationship Management Maintain and strengthen relationships with existing clients Regularly review client accounts and offer personalized service Address client inquiries and resolve issues promptly to ensure client satisfaction Investment Advisory Provide strategic advice to affluent clients on a wide range of investment options Keep up-to-date with market trends and opportunities to make informed recommendations Tailor investment solutions based on individual client profiles and financial goals Portfolio Management Oversee and manage clients investment portfolios Conduct regular portfolio reviews and rebalancing to align with client objectives and market conditions Ensure compliance with regulatory standards and internal policies Research and Analysis Collaborate with the product and research teams to stay informed about new investment products and market developments Analyze financial data and reports to make evidence-based investment decisions Business Development Activities Organize and participate in seminars workshops and networking events to promote our services Develop and implement marketing strategies to enhance brand visibility and attract new clients Qualifications Postgraduate and Professional certifications such as CFP CFA or similar are highly desirable Minimum of 5 years of experience in wealth management financial advisory or a related field with a focus on HNI client acquisition and portfolio management Strong understanding of investment products financial planning and portfolio management Excellent communication negotiation and interpersonal skills Proven track record in sales client acquisition and AUM growth Ciel HR

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