Relationship Manager - Wealth Management

Responsibilities:

- Responsible for new client acquisition, building new relationships and enhancing existing relationships with UHNI and FO clients.

- Revenue generation by in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

- Client Management: Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value

- Responsible for achieving targets as assigned by the organization on a monthly/quarterly basis

- Monitor and analyze performance metrics and suggest Improvements

- Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP) , PMS , AIFs etc

- Understand research and update oneself on available investment opportunities in line with markets

- Servicing clients across the entire basket of products comprising of Equity, Funding and investment products

Requirements :

- Capital Market knowledge - Cash, F&O, Currency

- Understanding and expertise in various wealth products: MF, PMS, AIF, SP. Sound understanding of the wealth management business and hence the nuances of product structuring and customizations for HNWI client segments

- Strong Funding Product knowledge: LAS, IPO, MTF

- Strong Risk Understanding

- Strong experience in wealth management, client acquisition and relationship management

- High level of integrity

- Go-getter attitude

- Stable career path