Job Description

:- The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client.- (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. - (S)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 working in a Private Bank/Wealth Management set up.Selling of products : Mutual Funds, PMS, Structured Products.- Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.- Experience of advising clients across asset classes.- Strong analytical skills and ability to work in teams.- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability)ROLES & RESPONSIBILITIES: -- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)- Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.- Advising Affluent & Super 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 themselves 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. (ref:updazz.com)

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