PRP Professional Edge Associates - Relationship Manager - Wealth Management

Job Summary:

In this key role, the incumbent will act as an experienced and trusted representative of PRP to its clients and deliver a range of bespoke services to high-profile and successful HNI's / UHNI's / Family offices through meaningful Product differentiation and Advisory services

Key responsibilities include:

- Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions, thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.

- Track the HNI / UHNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.

- Focus on business development and achieve growth in relationship value, revenues & improve client stickiness

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

- Formulate outbound and inbound sales plans to acquire new HNI/UHNI/Family office Clients for increasing the customer base of the portfolio

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

- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies:

- Ability to use & analyze data tools related to wealth products

- Benchmarking Peers/Execution on Key Initiatives/Management

- Discussion/MIS Review

- Maintaining external network, i.e. maintaining contact with the customers

- Attitude to service clients by providing them with smooth and superior service delivery

- Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization

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

- Ensure compliance with key regulatory and organization-level requirements.

- Those who get their existing book or customers will be given preference.

Qualifications and skills:

- Up to 4 - 6 years of Relevant experience in Investment Advisory / Wealth management

- MBA in Finance or CA or equivalent will be given preference.

- Relevant certifications (RIA level 1 & level 2 from SEBI, if successfully passed)