Affluent Relationship Manager

Job Description:

• 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.
• Experience of Cross Sales PMS , AIF , Mutual Funds .
• 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 4 Years 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.

Desired Skill Set :

• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
• A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
• Good oral and written communication skills with clarity of thought, speech and expression
• Good interpersonal skills
• Good Analytical Skills

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience
• Assertive & hard working