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We are seeking a seasoned Relationship Manager to acquire and retain high net worth clients by delivering exceptional service standards.
Key Responsibilities:
- Acquire and maintain relationships with affluent and super affluent clients
- Generate Assets Under Management (AUM) from preferred clients
- Advise clients on their investments and manage their overall financial portfolio
- Deepen wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
The successful candidate will research, investigate and update themselves on available investment opportunities and financial market trends. They will coordinate with product and research teams to take informed investment decisions for clients. Additionally, they will conduct and assist in organizing business development activities such as seminars and workshops.
Required Skills and Qualifications:
- 3-4 years of experience working in Private Banking/Wealth Management setup
- Selling of products: Mutual Funds, Portfolio Management Services, Structured Products
- Ability to handle and manage clients with a minimum investment amount of Rs 1 Cr and above
- Experience advising clients across asset classes
- Strong analytical skills and ability to work in teams
Benefits:
- Opportunity to work with high net worth clients
- Chance to develop strong relationship management skills
- Fulfilling role that requires strong analytical and problem-solving skills
