Relationship Manager - Private Wealth - Banking

Opening - Relationship Manager-Private Wealth

Location - Mumbai/Delhi

Company - Leading Financial Services Firm

Role & Responsibilities:

- Accountable for the performance of individual's own client book.

- Deliver Net New Cash, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).

- Generate healthy pipeline of target market prospects and convert them into clients.

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

- Grow client portfolio size by deepening existing customer relationships.

- Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.

- Deliver, monitor and review solutions to clients based on client investment profile and in consultation with central product & research team

- Conduct periodic reviews of client accounts in accordance with established procedures.

- Deliver profitable growth by controlling costs and mitigating operational losses.

- Comply with applicable rules, regulations and processes as defined by regulators / management

- Demonstrable and relevant experience in the Private Wealth Management industry

- Licenses and Certifications/accreditations - as required by role remit and responsibility

- Professional Memberships - as required by role remit and responsibility

- Sound knowledge of financial markets and investment products

- Good communication and presentation skills