Domestic Wealth Relationship Manager

13 hours ago

Mumbai City District, India Mcap Wealth Pvt Ltd Full time ₹ 6,00,000 - ₹ 8,00,000 per year

Domestic Wealth Management

Joining Date: Immediate or with in 1 month

Gender: Male Candidate

Contact Details:

About Company : Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans (individuals & corporates), debt syndication, real estate and strategic business consultancy services tailor- made to client needs. Company setup by a group of seasoned financial professionals, bankers and chartered accountants with a common vision- Our Clients come first.& For any further details log on to

Preferred Sector: BFSI (Knowledge about Mutual Funds / Insurance Products)

Salary Range: CTC 6,00,000- 8,00,000 PA + Additional benefits as per companys norms (Medi-claim, Incentives, Travel Allowance, Phone Allowance etc)

I: KEY RESPONSIBILITY AREAS:

A Domestic Wealth Relationship Manager would primarily deal with individual retail & HNI customers and advise them on various financial products and services offered by the organization.

# Revenue Generation:

  1. Acquire, retain, and deepen portfolio to maximize sales performance to achieve revenue targets through, wealth management products, real estate products, asset-related products (secured, unsecured) and any other products being offered by the organization.

  2. Grow AUM and Sales revenue on a month-on-month basis.

  3. Support Managers in developing and implementing action plans to achieve business objectives.

  4. Increase product per customer on a regular basis within current customer base.

  5. Organize and participate in all promotion activities organized at the organization.

# Operational Governance.

  1. Ensure all processes are followed to ensure that there are no operating losses/ Frauds.

  2. Accurate and timely processing of customer instructions

  3. Ensure adherence to KYC Norms.

  4. Maintain standards to comply with Company Audit.

# Customer Experience Management

  1. Ensure effective relationship management by monitoring the movement of the customers and implement a customer retention program.

  2. Minimize rejections and customer complaints to create a wow experience.

  3. Hold periodic customer meets and branch promotions to generate more business.

  4. Customer query handling / complaint resolution.

  5. Specific initiatives taken to improve service and reduce bottlenecks and customer complaint

  6. Customer visits as per laid down call frequency.

II: INDICATIVE KPIs

  1. %Achievement of Sales Acquisition & Revenue targets.

  2. % Achievement of Book Growth targets.

  3. % Achievements of Service Standards.

III: COMPETENCIES & SKILLS REQUIRED

A Relationship Manager is required to interact with customers for most part of his/her day and so good communication and presentation skills are a prerequisite for the job. The job also requires thorough financial and sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies required are:

  1. Excellent communication Skills

  2. Understanding and interest in financial products and markets

  3. Ability to analyze information.

  4. Ability to explain complex information clearly and simply.

  5. Good sales, negotiation & influencing skills.

  6. Excellent Customer Relationship Management skills.

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