Relationship Manager/Client Partner - PWM - UHNW Clients

Designation : Relationship Manager/Client Partner

Qualification : Bachelor of Accounting and Finance, Bachelor of Business Administration, CFA

Experience : 6 - 12 years

CTC : 12 - 20 LPA

Location : Gurgaon

- This is a full-time on-site role as a PWM - Relationship Manager/Client Partner located in Gurugram. The Candidate will oversee the delivery of exceptional Sales & service to clients, ensuring that all their needs are met, and their expectations are exceeded. Day-to-day tasks will include onboarding & Managing UHNW Clients Portfolio , monitoring and addressing any service issues, Acquiring & Growing wallet share on AUM & Revenue for these Clients , collaborating with cross-functional teams to enhance Knowledge the client experience.

- Managing the 360 Degree relationship of clients and responsible for overall growth of Investment business from HNI segment

- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Identify current and potential relationship with additional revenue potential and grow.

- Achieving Sales targets spread across Revenue ,Investments AUM, Insurance ,Assets, Investment Banking , Onboarding RRP etc.

- Proactively sell the full range of Advisory solutions , & Investments product to current and potential HNI Relationships

- Ensuring Monthly /quarterly /weekly client meetings & following client onboarding journey as per process laid down by the management .

- Engaging with MF product and Central team for doing Monthly /By Monthly Client Portfolio Reviews.

- Increase Investment wallet share in allocated portfolio either through Deepening or Acquisition.

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with company's KRA

- Financial Markets product knowledge

- Financial Analysis and risk management knowledge

- Communication and presentation skills

- Client relationship management skills, ability to manage and prioritize multiple tasks and projects within a fast-paced environment

- Business understanding of client business models with acumen on new client acquisitions

- Sales skills with excellent negotiation, presentation and client acquisition skills

- Understanding of recent technologies in Financial Markets & Business.

- Deal closure and execution skills

- Strong cross - cultural awareness and interpersonal skills

- High degree of integrity, ethical conduct, and professionalism