Relationship Manager

Job Overview

The Relationship Manager serves as the primary representative for the firm, acting as the final point of contact for clients. This role involves acquiring and managing High Net Worth client relationships by delivering exceptional service standards. The individual will be responsible for designing and implementing tailored financial plans and ensuring clients receive accurate and actionable investment advice.

Qualifications and Experience

• Previous experience in Relationship Management within Private Banking or Wealth Management environments.
• Proven track record in selling financial products such as Mutual Funds, Portfolio Management Services (PMS), and Structured Products.
• Experience managing clients with investment portfolios of at least INR 1 crore.
• Strong advisory skills across multiple asset classes.
• Demonstrated analytical capabilities and ability to operate effectively within team environments.
• Stable tenure of at least 3 to 4 years in current and prior employments.

Key Responsibilities

• Acquire and build a portfolio of preferred Affluent and Super Affluent clients.
• Maintain ongoing client relationships to drive Assets Under Management (AUM) in Mutual Funds, PMS, and Structured Products.
• Provide investment advice to high net worth clients and manage their financial portfolios to expand wallet share.
• Identify and track potential clients within the Affluent and Super Affluent market segment to boost new acquisitions.
• Continuously research and stay informed of financial market trends and investment opportunities to tailor client recommendations effectively.

Additional Information

Interested candidates may forward their resumes via email or WhatsApp for consideration.