SUMMARY: –
The Relationship Manager-Wealth is the ultimate face of the business as he is going to be
the final point of contact with the client. He would be responsible for acquiring High Net
Worth relationships and managing & retaining such relationships by delivering the best
standards of services. He would be expected to establish strong ties with them by designing
& implementing their financial plans; and then by ensuring that they receive and execute on the
right advice.
PRE-REQUISITES: –
• Relationship Managers with prior experience of working in a Broking/Private
bank/wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and
above.
• Experience of advising clients across all asset classes.
• Candidates having good vintage in their present as well as previous companies
ROLES & RESPONSIBILITIES: –
• The Relationship Manager will be responsible for bringing their existing clients (Affluent
& Super Affluent) and building a strong client book.
• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial
portfolio and deepening the wallet from existing clients
• Track the Affluent & Super Affluent Client segment in the market for new client
acquisition
• To research, investigate and update them on available investment
opportunities/financial market trend to determine whether they fit into clients
portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking
investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business
development activities.
JOB SPECIFICATIONS REQUIRED:
Qualifications:
An MBA/PGDM or Graduate – (Finance/Marketing) Degree holder or focused education in
Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience:
Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI
Clients from BFSI sector with good business / market knowledge. Having experience of handling
HNI Client Acquisitions and Relationship Management & service.