Relationship Manager/Manager/Senior Manager Management - Wealth - BFSI

Role Description:

- 6 years of experience in handling relationship management focusing on HNWI, Institutions & family houses.

- He/she should possess extensive experience in sales and customer service and has technical knowledge relevant to the industry.

- He or she develops a deep understanding of the technical and business challenges that clients face, then identifies opportunities to increase sales of related products and services.

- He or she uses his account knowledge for setting revenue targets and identifying resources needed to meet them.

- In addition, he or she identifies and organizes training, planned maintenance and other services, helping clients use the company's products more productively

Principal Accountability:

- Should have sound understanding of Wealth Management Products.

- Ability to work in partnership and drive business in association with Federal Bank.

- Build AUM by acquiring& managing High/Ultra High Net worth customers.

- Regularly review client portfolios and make recommendations in line with the risk profile of the customers

- Ensures highest level of service to the customers.

- Adherence to all regulatory, statutory and corporate compliance standards.

- Good communication and presentation skills

- Knowledge of local language.

Qualification & Experienced Required:

- 5+ years of experience in Wealth Management Sales/Business.

- Must be graduate and have great command over English & Regional Language.

- Should have strong internal communication and coordination skills.

- Excellent Relationship Management skills - prospecting, signing new relationships, nurturing existing ones and deepening the effort for incremental asset growth

- Ability to effectively network across markets and generate potential business leads

- Extensive HNWI client handling & transaction closure experience

- Strong blend of analytical thinking and operations execution.

- Excellent eye for details.