Relationship Manager

3 weeks ago

Pune, Maharashtra, India Max Life Insurance Full time
Job Description

- The role involves building strong, long-lasting relationships with clients and providing exceptional customer service
- The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets

Responsibilities Client Relationship Management

- Build and maintain strong relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs
- Provide personalized financial advice, investment strategies, and solutions based on a thorough understanding of clients risk tolerance, financial objectives, and current market conditions
- Conduct regular portfolio reviews and financial health check-ups to assess clients financial performance and make necessary adjustments
- Business DevelopmentIdentify potential affluent clients through various channels, including referrals, networking, and market research
- Develop and execute strategies to acquire new affluent clients and grow the portfolio size
- Collaborate with product specialists, marketing, and other teams to enhance product offerings and improve client acquisition and retention
- Wealth Management SolutionsRecommend and sell a range of financial products and services, including investment products, insurance, retirement planning, and estate planning, tailored to individual client needs
- Stay updated with market trends, financial products, and industry regulations to offer the most relevant and up-to-date financial advice
- Compliance and Risk ManagementEnsure compliance with all internal policies, procedures, and regulatory guidelines
- Monitor and manage potential risks within the portfolio, working to mitigate any adverse effects on clients investments
- Team CollaborationCollaborate with internal teams, including relationship managers from other divisions, wealth specialists, credit officers, and customer support, to deliver comprehensive and seamless services to clients
- Work closely with the support teams to ensure smooth onboarding of new clients and efficient handling of any client-related issues
- RequirementsBachelor's degree in finance, economics, business, or a related field
- Proven experience as a Relationship Manager, preferably in affluent banking or private wealth management, with a demonstrated track record of achieving sales targets and delivering exceptional customer service
- Strong knowledge of financial products, investment strategies, and wealth management solutions
- Excellent communication and interpersonal skills to establish and maintain client relationships effectively
- Analytical mindset with the ability to assess clients financial situations and recommend suitable solutions
- Knowledge of relevant banking regulations

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