RM - Premier Wealth Management

JOB DESCRIPTION

Position Title - Relationship Manager - Premier Wealth Management

Platform - Capital Market

SBU - Premier Wealth Management

Department - Premier Wealth Management

1. Job Purpose

To contribute to the business growth of the wealth management division in the designated area by efficient business planning, sales monitoring, revenue generation, team management & client relationship management

2. Principal Accountabilities

Accountability Supporting Actions

To ensure sales growth and brand promotion

To devise mechanisms for achieving sales and revenue targets and deploy resources accordingly

To map the target HNI clients in the area and drive relationships with them

To engage with the DSAs and DSTs to source newer clients and higher business

To execute marketing & brand differentiation campaigns

To analyze client portfolio & product positioning

To analyze the customer profiles & the financial analysis / investment advice provided by various RMs and provide feedback

To effectively deploy schemes & prioritize sales

To monitor service standards and metrics of client satisfaction To keep abreast with the research generated internally and ensure that they are shared with the HNIs; also pass feedback of customer requirements to the research team

To ensure RMs display highest levels of client servicing standards

To monitor the TATs & customer servicing metrics of client servicing teams & highlight necessary actions if any

To meet the budgeted targets and monitor them

To achieve defined sales targets of assigned portfolios and analyze performance periodically

To constantly focus on fee generating service offerings to meet the projected fee income

To review area level MIS

To prepare periodic MIS of region-wise, client-wise & product-wise sales

To report sales vs. budget variations & review trends

To work towards skill enhancement and team building

To ensure ongoing self development and attend trainings & certifications that enhance the skills in the wealth management services

To enable retention through planned recruitment, career progression & performance linked incentives

3. Skills & Knowledge

Educational Qualifications

MBA or CA

Functional and Behavioral Skills

Domain Knowledge

Communication skills

Social skills including conversation skills and etiquette

Please mail your CV or refer good suitable profiles or call on (0124) 440-2455

K Kumar
Business Manager - TA (BFSI)
IRIS Corporate Solutions Pvt Ltd