Wealth Manager - Cluster / Senior / RM

Cluster/Senior/RM - Wealth Management; (Bangalore/ Hyderabad/ Chennai)

Experience: 7+ Years

Mode: WFO- 5.5 days

Location: Bangalore/ Hyderabad/ Chennai

The Senior Relationship Manager - Wealth is responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. This role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The role encompasses Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, Business Analytics, and Financial Analyst responsibilities.

• Client Acquisition and Relationship Management:
• Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery.
• Acquisition and handling of a group of HNI (High Net Worth Exclusive) Clients.
• Deepen the relationship by cross-selling to mapped broking clients and services according to customer needs.
• Ensure profitability of the portfolio by generating high Income per Customer.
• Marketing and Business Development:
• Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space.
• Acquire new accounts from group collaborations and execute successful micro-events for the acquisition of new clients.
• Collaborate within the internal teams to ensure the delivery of accurate and compliant investment solutions to clients.
• Financial and Product Expertise:
• Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.

In-Office

Full-time

mid-senior-level

7 - 13 years

• relationship management
• client acquisition
• wealth management
• portfolio management
• asset allocation
• investment products
• risk management
• financial analysis
• business development