About the Company and 'Role/Position' Overview :

A leading Corporate Financial Institution is hiring highly motivated, seasoned and accomplished individual/s as "WEALTH RELATIONSHIP MANAGER/s" at AHMEDABAD, BENGALURU/BANGALORE, CHENNAI, DELHI, HYDERABAD, KOLKATA, MUMBAI, RANCHI, PUNE.

The company provides best-in-class Wealth Management Solutions, along-with allied services of Capital markets broking, Corporate Finance & Advisory, Fixed Income, Trade finance and Insurance Broking by it's subsidiary company.

The individual identified and selected for the above-mentioned role will be a 'key member' and shall be responsible and accountable for the below mentioned tasks and responsibilities in an Individual Contributor (IC) role.

Key Responsibility Areas (KRAs) :

- Drive client acquisition efforts to expand the portfolio of HNI, UHNI, and Corporate clients.

- Implement strategies for the activation of inactive clients and focus on robust client retention.

- Provide comprehensive 360-degree financial planning tailored to the unique needs and objectives of HNI, UHNI, and Corporate clients.

- Conduct thorough analysis of Risk profiles of clients to understand their financial situation, investment goals, and risk tolerance.

- Present and sell a diverse range of third-party financial products from various Asset Management Companies (AMC) and financial companies, including Mutual Funds, Fixed Deposits, Portfolio Management Services (PMS), Structured Products, Sovereign and Corporate Bonds, and other relevant investment avenues.

- Successfully develop, maintain, and deepen strong, long-term clients relationships built on trust and understanding.

- Maintain a strong understanding of current capital market scenarios and possess deep knowledge of Wealth management principles and strategies.

- Focus on managing and building financial relationship with new HNI clients and Corporates.

- Develop and manage investment portfolios of HNI clients to align with their financial plans and risk profiles.

- Stay informed about the competitive landscape understanding, including competitor activity and new product developments in the market.

- Plan and execute sales promotions and initiatives to effectively increase the client base.

Preferred candidate profile :

- Graduate/Post-graduate degree in Business Administration, Economics, Finance, or a related field, or equivalent practical experience.

- Atleast 3+ to 14+ years of overall working experience in dealing with HNI clients and Corporate Treasuries.

- Proven track record in client acquisition, relationship management and achieving sales targets in the Wealth Management space.

- Good knowledge of financial products (MF, FD, PMS, Structured Product, Sovereign and Corporates Bonds, HL and LAP).

- Familiarity and experience working with HNI, UHNI, and Corporate clients.

- and prior experience in Marketing and Servicing 'Existing / New Customers' by providing best financial solutions to our clients will be a prerequisite requirement for this role.

- Impeccable Communication and Presentation skills.

- Local candidates and 'Early Joiners' will be preferred.