Head / Sr Relationship Manager
7 days ago
Key Responsibilities of the role holder:
A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs through meaningful Product differentiation and Advisory services.
Key responsibilities include:
Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.
Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness
Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling
Formulate outbound and inbound sales plans to acquire new HNI Clients to increase the customer base of the portfolio
Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance.
Skills and Competencies:
Ability to use & analyze data tools related to wealth products
Benchmarking Peers/ Execution on Key Initiatives/Management
Discussion/ MIS Review
Maintaining external network i.e. maintaining contact with the customers
Attitude to service clients by providing them with smooth and superior service delivery
Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization
Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills
Decision-making skills with a strong sense of ownership and ability to work under pressure
Ensure compliance with key regulatory and organization-level requirements
Our commitment to Diversity, Equity and Inclusion
The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best.
Preferred Educational Qualifications and Work Experience:
10-25 years relevant experience in Investment Advisory Wealth management
MBA CA or equivalent from a premium institute
Relevant certifications
Desired Knowledge Skills:
Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations
Ability to think and execute strategically, prioritize and resolve complex problems
Detail-oriented with superior organizational and time management skills, including delegation of work
Team player with the ability to collaborate with others
Ability and interest to work in a fast-paced, evolving environment.
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