Relationship Manager - Wealth Mgmt

Job Description:-

- Managing and deepening the existing relationships between the client firm (One of India’s top 10 investment banks) and the promoters of the companies which are clients of the investment bankon managing their wealth and investment portfolios

- Achieving the Business targets assigned in terms of cross selling, enhancingand upgrading the High Net Worth relationships

- Ensuring the highest levels of service to the High Net Worth customers andSingle point contact and personalized service to ensure timely and accurate execution

- Providing Financial planning & Investment Advise

- Sales targets spread across

- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning & asset allocation and accordingly advising clients on investment products and services, namely MutualFunds, Insurance and PMS etc.

Job Requirements:-

- Strong communication skills and analytical ability

- Comfortable in relationship building at the promoter levels

- Ability to take initiative

- Proven relationship management track record

- Excellent presentation skills

- Bachelors degree/ masters degree in a business related field preferably with a focus in Marketing

- Certification in IRDA/AMFI is essential

- Strong comfort level with working long and irregular hours

- High travel requirements particularly in the local and regional vicinity

- Should be flexible, decisive, motivated, reliable and creative

- Should have complete knowledge of the macro economy, investment opportunities in sectors, investment products and understanding of research reports

- Previous experience of 2-3 years as a relationship manager in a similar role in a leading wealth management group dealing with HNI individuals

Contact Email Id - talent@edventus.com