Job Description

Job SpecificationsRole Designation: Relationship Manager Department: Wealth ManagementFunction: Sales Company: MOPWReporting to: Cluster Head Location: Bglr/Hyd/Chennai/KolkataJob PurposeResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Key Deliverables1) Critical- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. - Monitor financial market trends to ensure that client plans are responsive. - Must ensure the growth of AUM / Book Size - Responsible for achieving targets based on acquisition and revenue generation through investment products. - Responsible for business development through acquisition of high net-worth clients. - Mandatory numbers of meetings with clients to keep them updated with the current market scenario.2) Routine- Analyse client portfolios and make necessary suggestions. - Recommend financial products. - Responsible for identifying customer needs and assessing their risk appetite- Provide regular updates to the immediate superior as and when required- Create and enforce plans that will help meet the needs of the customer.Role Requirements Educational Qualifications: Graduation / Post Graduation in any disciplineExperience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platformIT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)Job Specifications (ref:updazz.com)

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