Relationship Manager/ Sr. Relationship Manager

Role: Wealth Manager

Job Responsibilities:

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  Identify and acquire new clients through daily sales calls, networking, referrals, and lead generation activities.
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  Understand clients' financial goals, risk appetite, and investment preferences to recommend suitable wealth management solutions.
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  Build and maintain long-term relationships with clients by providing exceptional service and regular portfolio reviews.
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  Offer investment advisory across Mutual Funds, Insurance, Fixed Income Products, PMS, and other wealth products.
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  Conduct regular follow-ups with prospective and existing clients to ensure higher engagement and conversion.
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  Increase Assets Under Management (AUM) and Assets Under Advisory(AUA) by onboarding new clients and deepening existing relationships.
• Monitor market trends, economic developments, and investment opportunities to provide timely guidance to clients.
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  Cross-sell and upsell financial products based on client requirements and portfolio needs.
• Coordinate with internal product, research, and marketing teams to deliver the best solutions to clients.
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  Ensure all client interactions, documentation, and transactions comply with regulatory and company guidelines.
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  Participate in branch marketing activities, seminars, and client engagement programs to generate business opportunities.
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  Maintain accurate records of client meetings, investment recommendations, and follow-up activities in the CRM system.
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  Achieve monthly, quarterly, and annual revenue targets while maintaining high levels of client satisfaction.
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  Continuously update product knowledge and industry awareness through training programs and market research.
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  Represent the organization professionally and act as a trusted financial advisor for clients.