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Wealth Management Professional

4 weeks ago

Ahmedabad, Gujarat, India Skillflix Consultancy India Private Limited Full time

Job Title: Relationship Manager

Job Summary:

We are seeking a skilled Relationship Manager to join our team at Skillflix Consultancy India Private Limited. As a Relationship Manager, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships with high net-worth individuals and corporate clients. You will provide wealth advisory services and ensure the growth of Assets Under Management (AUM) or book size.

Key Responsibilities:

- Analyze financial information to determine strategies for meeting clients' financial objectives.

- Monitor financial market trends to ensure client plans are responsive.

- Ensure the growth of AUM or book size.

- Achieve targets based on acquisition and revenue generation through investment products.

- Develop business through the acquisition of high net-worth clients.

- Conduct regular meetings with clients to keep them updated on the current market scenario.

- Analyze client portfolios and make necessary suggestions.

- Recommend financial products.

- Identify customer needs and assess their risk appetite.

Requirements:

- Educational Qualifications: Graduation or Post-Graduation in any discipline.

- Experience: 5+ years of Wealth Management experience in the industry.

- Must be from a Wealth Platform or banking background.

- Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

- IT Skills: MS Office, MS Excel, AMFI, IRDA (Certification).