Relationship Manager - Bank

We are hiring for our client, a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. They offer UHNI & HNI clients an end to end investment product suite that is tethered to in-depth research, powered by technology and delivered by a highly experienced and committed team.

About the role:

To ensure active management of clients & achieve the target active AUM

- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options

- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

- To achieve healthy revenues without compromising on clients profitability

- To have clear focus on client mining

- To conduct regular Client Meetings & update the same in the meeting tracker

- To attain maximum reach of investment ideas/stock calls initiated

- To assist in new client acquisition, building new relationships and increasing depth in existing relationships

- Keep abreast of the market news, financial trends and current affairs

- To attend post result con call, analyst meets for improved client servicing

- Cross-Sell of in house and Third party investment products like Mutual Funds, PE, Bonds, PMS & Structured products.

Persona:

- Working with Ultra HNIs or Family offices with more than 25cr business

- Must handle an AUM(Asset Under Management) of atleast 200-250 cr, with minimum 100cr of equity

- Portfolio mix of predominantly listed and Unlisted and Equities, Debt and Alternates

Skills/Criteria:

- Proficiency in economics, accounting, financial statements and/or statistics

- Understanding of financial risk management strategies

- Knowledge of Capital Markets + Third-party investment products like Mutual Funds, PE, Bonds, PMS, AIF and Structured products

Very strong communication & presentation skills.

- Must have good existing HNI / Ultra HNI client relationships in the market.

- Must be a self-starter, proactive passionate & target oriented.

- Must possess strong networking & relationship building skills