Relationship Manager
3 weeks ago
Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.
Business: - Wealth Management
Role: - Relationship Manager - Wealth Management
Experience: - 10+ years
Location: - Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore.
About the Role
As a Wealth Relationship Manager, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role's primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across Financial Products. You will be responsible for understanding clients' financial goals, designing customized portfolios, and ensuring superior client servicing. By maintaining high standards of compliance, building long-term trust, and staying updated on market trends, you will help clients make informed investment decisions that optimize returns—while contributing to the continued growth and reputation of our organization.
Key Responsibilities
- Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives.
- Overall new AUM growth in line with the objective laid down by the company.
- Managing individual revenue budget.
- Advise clients on portfolio construction by offering a range of investment solutions across asset classes.
- Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation.
- Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence.
- Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics.
- Ensure clients have regular access to relevant research material and market insights.
- Service and support existing clients in collaboration with the client servicing team.
- Customize investment pitches and advisory solutions in line with client requirements.
- Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships.
- Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc. Proven ability to build deep, long-term client relationships with a strong track record of client retention.
Education & Certifications :-
MBA (Finance), CA, or relevant postgraduate degree from a reputed institute.
Knowledge of Financial products & Capital markets is essential.
Compliance
• Responsible to ensure all activities are in adherence as per Compliance framework
• NISM Certification
Roles
• Team player
• Good interpersonal & communication skills
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