Head - Senior Relationship Manager - Investment Advisory

We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their customers.

• Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders.

You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately.

• In addition, you will possess excellent communication skills and demonstrate strong relationship-building skills with both internal departments and external parties.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.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 toward delivering high-quality customer service with good organizational and interpersonal skills- Decision-making skills with a strong sense of ownership and the 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:- Min 10 years of 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 environmentApplySaveSaveProInsights