Lead Relationship Manager - Wealth - Bank

About the company:

Samar Asset Management is a new initiative focused on wealth management and asset management services for the affluent segment in India. We are based out of Gurgaon and are backed by one of India's top 20 Industrial houses.

Website

https://samarcapital.in/

Linkedin

https://www.linkedin.com/company/samarcapital/

Client Engagement and Relationship Management:

- Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless

service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various

Investment products.

- Profiling Customers and provide financial products to meet customer needs.

- Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies.

Market Research and Analysis:

- Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and

enhance client portfolios.

- Direct Relationship Managers to identify cross-selling and upselling opportunities.

Financial Planning and Reporting:

- Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences.

- Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations.

- Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals.

Management and Leadership:

- Owning and Establishing the Brand for the area.

- Recruitment, nurturing talent, reviewing team's performance for optimization of revenues.

- Co-Owning clients of the team.