Relationship Manager
Relationship Manager
Posted on :
27-08-2024
Employer Active
1 Vacancy
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Job Description
Job Description:
We are seeking an experienced Wealth Relationship Manager to join our team. The ideal candidate should possess a strong understanding of financial markets excellent communication skills and a proven track record of managing client relationships in the wealth management industry.
Must have experience handling UHNI /HNI clients with ticket size exceeding 5 crores.
Responsibilities:
- Build and maintain strong longlasting client relationships
- Understand clients financial goals and objectives and provide suitable investment advice
- Recommend investment products such as mutual funds PMS and debt funds based on clients needs and as guided by the team
- Monitor clients portfolios and provide regular updates on performance
- Conduct financial reviews and prepare investment proposals for clients
- Stay updated on market trends and regulatory changes affecting wealth management products
- Collaborate with internal teams to ensure seamless service delivery to clients
- Meet individual and team targets for business growth and client acquisition
- Prepare Internal management reporting in collaboration with team.
Requirements:
- MBA in Marketing or Finance will be preferred.
- 48 years of experience as a Wealth Relationship Manager or similar role in the financial services industry
- Proven expertise in mutual funds PMS and debt funds and other investment products
- Strong understanding of financial planning and investment strategies
- Ability to work independently and as part of a team
- Should have handled client relationship of at least 150crores or above on an individual basis.
Employment Type
Full Time
Key Skills
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