IIFL Wealth Management - Relationship Manager - Wealth Management

Job Role:

The Relationship Manager will work as an wealth advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new prospects (High Net worth (HNI) and Ultra High Net worth individuals (UHNI))

- Identify customer needs and provide them with appropriate financial planning assistance and asset allocation with the help of our Investment Advisory services

- Build and deepen relationships with existing HNI and UHNI Customers to achieve increase in share of wallet

- Acquire New Clients for the firm and also develop new territories.

- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients

- Adhere to all company processes and policies, and carry the IIFL brand through developed functional and behavioral skills

- Deliver Sales Targets

- An advisor need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for IIFL Wealth Management while acquiring new clients as well

Job Requirements:

- Strong Organizational Skills

. Excellent written and oral communication skills

- Experience in investment/financial services & knowhow of capital markets knowledge

- Strong Teamwork and Collaboration

- Relationship Management & Interpersonal skills

- 5 - 20 years of experience

- Post-graduate qualification would be preferred in Wealth/ Private Banking