Strategic Partnership Development Manager
1 week ago
About the Role:
Ace Recruitment & Placement Consultants Pvt. Ltd. is seeking an experienced Strategic Partnership Development Manager to join our team.
The estimated salary for this role is ₹12,00,000 - ₹18,00,000 per annum, depending on experience and qualifications.
Job Description:
The Wealth Client Relationship Manager will be responsible for acquiring and managing relationships with ultra HNI/HNW clients, advising on financial planning, and achieving sales targets for wealth product and alternate investment products.
Main Responsibilities:
- Client Acquisition and Relationship Management: Identify, prospect, and acquire new high-net-worth clients (HNWIs). Build, nurture, and sustain long-term relationships with existing clients. Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions.
- Product Knowledge and Sales: Attain deep expertise in investment product and alternative investment products. Present and explain product features, benefits, and associated risks to clients effectively. Drive cross-selling and upselling initiatives to achieve sales and revenue targets for the assigned region.
- Market Intelligence and Competitive Analysis: Monitor industry trends, regulatory updates, and competitors' strategies. Formulate innovative sales strategies to enhance market presence.
- Compliance and Risk Management: Ensure adherence to regulatory guidelines and internal compliance standards. Proactively manage risks to safeguard clients and the company's interests. Maintain precise and up-to-date documentation of client interactions and transactions.
Required Skills and Qualifications:
- Educational Background: MBA from a reputed institution.
- Experience: 5+ years in financial services, preferably in wealth management or sales of investment products.
- Strong knowledge of Indian capital markets and financial instruments.
- Excellent communication, presentation, and relationship-building skills.
- Proven sales and negotiation expertise with a results-driven approach.
- Ability to work independently and collaboratively in a fast-paced environment.
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