Relationship Manager - Wealth Management

Job Role:

- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients and acquire new Wealth Management prospects

- Identify customer needs and provide them with the right financial planning assistance and asset allocation with the help of our Investment Advisory services

- Build and deepen relationships with existing HNI Customers to achieve an increase in the share of wallet

- Acquire New Clients for the firm and also develop new territories.

- Adhere to all company processes and policies, and carry the Private Banking brand through developed functional and behavioral skills

- Deliver Sales Targets along with cross selling

- An advisor need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for Private Banking Wealth Management while acquiring new clients as well

Job Requirements:

- Managing a book size of min 80 Cr and above

- Excellent written and oral communication skills

- Strong Organizational Skills

- Experience in investment/financial services & should be updated with capital markets knowledge

- Strong Teamwork and Collaboration

- Relationship Management & Interpersonal skills