Relationship Manager - Wealth Management

Job Description

The Relationship Manager is considered to be the fulcrum of our entire business proposition.

The core role is summarised below:

Acquisition of qualified NTO's (New To Organization) with minimum wallet share of 25L which should deepen to 1 - 3 cr plus over the year

Market mapping and handling lead generation activities to maximize the pool to acquire new HNI (High Networth Individuals) client relationships. These relationships are calculated as individuals, corporates, trusts, families, etc.

Maintain the highest degree of knowledge skill required to be able to service these clients for products and services in the wealth management space. This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

Strict and detailed adherence to all regulatory guidelines stipulated by the organization as well as regulators across various services that are provided to the clients.

Desired skill sets:

- Must have prior experience in generating leads and acquiring the business from HNIs. Should have experience in handling clients with ticket size of INR 25 lacs +

- Ability to approach prospects through multiple sources of a network including but not only families managed in the past.

- Last employment in the role of a Relationship Manager should be for a period of not less than 3 years in the same role.

Salary Range: 10 - 15 LPA