Relationship Manager - Wealth/AUM

Wealth, Sales : Relationship Manager

Experience (6-10 Years)

Location - Mumbai

Education - MBA, CA

Responsibilities :

A Relationship Managers key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans , defining sales goals and ensuring that procedures and policies are adhered to.

The role of a Relationship Manager includes:

- Build Assets Under Management

- Revenue Generation for the firm

- Build a SIP book

- Customer Acquisition of Minimum of 50 Lakhs & above investable surplus

- Cash Flow analysis & and Portfolio Services

- Execution of transactions post Cash Flow analysis on periodical basis

- Manage Private Wealth, PMS and AIF fund related queries

- Ensure delivery of various MIS reports as per requirements

- To develop short term and long term sales strategies for the Wealth business in line with the overall strategic goals of the organization.

- Ensure discipline of asset allocation

- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class

- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

- Continuous learning, to be better equipped than our competitors

- To closely observe, evaluate and monitor the client positions & portfolio allocations

- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances

- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth

Skills:

- Strong understanding of investment and Wealth products

- Excellent marketing and business development skills

- Detailed understanding of the financial needs of all types of customers

- Ability to manage client expectations and meet tight deadlines