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Relationship Manager

2 months ago

mumbai, India Prabhudas Lilladher Private Limited Full time

JOB DESCRIPTION

Purpose: The job description outlines the responsibilities and tasks associated with the position, aligning with the company's quality policies and procedures. This standard is applicable to all employees in this role.

Job Location: Mumbai, Bangalore, Ahmedabad, Baroda, Bharuch, Chandigarh, Chennai, Delhi, Hyderabad, Kolkata.

Role & Responsibilities:

This role looks at experienced and senior person who can provide HNI clients with responsible financial services and also act as a one point contact for all the customers’ needs including transactions, reporting and ongoing service.

To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity
To educate clients on the features, benefits, and risks associated with various wealth management products.
To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
To identify new business opportunities and generate leads through networking and referrals.
To drive business growth by effectively cross-selling wealth management products and services to existing clients.
To achieve revenue targets and contribute to the overall growth of the private wealth management business.
To conduct thorough due diligence on investment products and providers to mitigate risks.
To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements:

Graduate or Master’s Degree in finance, business administration, or a related field preferred.
Should have a proven track record of building and managing relationships with high-net-worth individual’s minimum of 5 years.
Should have strong understanding of wealth management products, including AIFs and PMS.
Strong communication sales and a track record of achieving targets and achieve incentives.
Should have excellent communication, presentation, and negotiation skills.
Should have the ability to work independently and as part of a team in a fast-paced environment.
Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.
Should have active certifications in the areas where the person claims competence in broking and in wealth.