Relationship Manager - Private Wealth Management - Bank

Job Specifications:

Role Designation: Relationship Manager

Department: Private Wealth Management

Function: Sales

Reporting to: Cluster Head

Location: Bangalore, Hyderabad, Chennai, Mumbai

Job Purpose:

Responsible for acquiring new to the firm clients, revenue generation, and maintenance of relationships with HNI/UHNI and corporate clients, and offering wealth advisory services. Need to ensure growth of AUM or book size.

Key Deliverables:

Critical:

- Analyse financial information obtained from clients to determine strategies for meeting clients financial objectives.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM or Book Size.

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Responsible for business development through acquisition of high net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Routine:

- Analyse client portfolios and make necessary suggestions.

- Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite.

- Provide regular updates to the immediate superior as and when required.

- Create and enforce plans that will help meet the needs of the customer.

Role Requirements:

Educational Qualifications: Graduation or Post Graduation in any discipline.

Experience: 13+ Years of Wealth Management experience in the industry. Must be from Wealth Platform or banking background.

Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

IT Skills: MS Office, MS Excel, AMFI, IRDA (Certification)