Senior Relationship Manager-Wealth

1 week ago

hyderabad, India Merito Full time

We are seeking a highly skilled and experienced Relationship/Senior Relationship Manager to join the dynamic team in a playing captain role for our esteemed client. The ideal candidate will have a proven track record in managing client relationships and a deep understanding of financial investments and products. This role requires excellent communication skills, a strategic mindset, and the ability to lead and manage a team effectively.


Job location - Bangalore and Hyderabad


Key Responsibilities:


Client Relationship Management:-

- Manage and grow a portfolio of high-net-worth clients.

- Ensure exceptional client service by addressing client needs and concerns promptly and effectively.

- Develop and maintain strong, long-term relationships with clients.


Team Leadership and Management:-

- Lead, mentor, and manage a team of relationship managers.

- Foster a collaborative and high-performance team environment.

- Ensure team members achieve their individual and team goals.


Business Development:-

- Leverage an existing client base to identify and pursue new business opportunities.

- Develop and implement strategies to attract and retain clients.

- Drive wealth generation opportunities through innovative financial solutions.


Financial Expertise:-

- Provide expert advice on financial investments and products.

- Stay up-to-date with market trends and regulatory changes.

- Develop and present financial plans and investment strategies to clients.


Performance Management:-

- Set performance targets for the team and monitor progress.

- Implement a fast-track promotion and increment plan for exceptional performance.

- Manage and report on key performance indicators (KPIs).


Communication and Interpersonal Skills:-

- Exhibit excellent verbal and written communication skills.

- Demonstrate strong interpersonal skills to build rapport with clients and colleagues.

- Ensure clear and transparent communication within the team and with clients.


Incentive Programs:-

- Participate in attractive incentive programs based on performance.

- Benefit from wealth generation opportunities through Employee Stock Ownership Plans (ESOPs).

- Enjoy competitive compensation with additional rewards for achieving targets.


Qualifications:


- Minimum of 5 years of experience as a Senior Relationship Manager.

- Undergraduate degree is required; MBA is advantageous

- Should have NISM V-A and NISM XXI certifications

- Proven track record of managing a client base and delivering exceptional client service.

- Strong knowledge of financial investments and products.

- Excellent communication, analytical, and presentation skills.

- Demonstrated team management and leadership experience.



Benefits:

- Opportunity to lead and grow within a forward-thinking financial institution.

- Attractive incentive and reward programs for high performance.

- Collaborative and inclusive work environment.

- Opportunities for professional development and career advancement.

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