Assistant/Senior/Vice President/Relationship Manager - Wealth - Financial Services

Assistant Vice President/Vice President/Senior Vice President - Wealth RM - Financial Services Conglomerate

Client is a leading domestic financial services conglomerate with presence across various lines of business.

Key deliverables :

- Monitor and address HNI clients Investment requirements

- Identifying client in relevant segments

- Prospecting and engagements

- Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments)

- Leverage marketing and other tools to augment sales and relationship

- Ensure client retention and increase in wallet share

- Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long-term investment goals

- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle and risk profiling

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

Successful Candidates :

- Ability to manage relationships to improve relationship value of new & existing Clients

- 6-15 years experience in wealth experience in private wealth in Mumbai

- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

- Decision making skills with strong sense of ownership and ability to work under pressure

- Ensure compliance with key regulatory requirements