Religare - Manager - Wealth Management

Company Profile :

Religare Private Wealth :

- Religare Private Wealth (RPW) is one of India's leading providers of research-backed open architecture advisory led wealth management services and solutions. an integral part of the broader Capital Markets business of Religare group.

- RPW's wealth management know-how, risk management methodologies and framework and innovative investment solutions, is based on global best practices.

- RPW's key value proposition of 'Simplified Wealth Solutions' for its clients rests on three core pillars comprising of knowledge led people, best practice processes and world class investment solutions.

- The business prides in its ability to break down a world of investment complexities into a world of investment simplicities to help clients achieve their personal financial goals.

- RPW was incepted in 2008 and currently has 9 branches pan India with 50RMs accross the country with investment advisorswho are SEBI licensed and CFP certified.

- It was awarded "Most Exciting Wealth Management Model" globally by Private Bankers International - 2009 Recognition.

Job Description :

- Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 1 Cr. These relationships are calculated as individuals, corporates, trusts, families, etc.

- Acquisition of these relationships will require the Relationship manager to engage in the following activities - prospecting, cold calling, lead qualification, pitching.

- Gather research and intelligence to identify and qualify new sales opportunities

- Maintain the highest degree of learning 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:

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

- Employed in a banking framework, other NBFCs, broking companies. Candidates of any other similar service industry with relevant exposure to high net worth families too can apply.