Relationship Manager - Wealth Management - BFSI

Job Title: Financial Advisor (Designation will depend upon the total experience and current designation

Department: Private Wealth

Job Summary: Responsible for acquisition and maintenance of relationship with HNI/UHNI and corporate clients offering Wealth Advisory services.

Key Responsibilities:

1. Responsible for acquisition of new HNI/UHNI, corporate clients & offering wealth management products, services. Build and Manage relationships that result in successful long term partnerships

2. Cross selling of the MOSL baskets of Investment Products to all clients.

3. Maintaining and leveraging on the relationship with clients acquired.

Key Work Relationships:

1. Internal Product Team, Operations team, Respective Product connects in other SBU

2. External Clients

Performance Indicators:

1. Client Acquisition & Revenue Generation

2. Develop Product understanding & Domain knowledge

Person Specifications:

1. Experience

- Essential 5 + years of experience in Wealth Management unit managing acquisition of HNI, UHNI, Corporate Clients.

- Must be from a broking or banking background.

2. Other Skills Excellent Communication & Presentation skills. Social and Influencing skills. Ability to develop long term relationships.

Educational specifications:

1. Minimum Qualification: MBA or CA or CFA

2. Preferred Qualification: MBA or CA or CFA