Senior Relationship Manager - Wealth Management - Brokerage Industry

Job Tittle : Senior Relationship Manager Wealth

Experience : 6-12 Years

Skills : Relationship management, Business development

Location : Dehradun

Job Responsibilities:

- Thorough understanding of the capital markets, including regulations, NCFM certification.

- Adequate knowledge of the equity market and the dynamics of the broking business.

- Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.

- Responsible for business development through acquisition of high net-worth clients

- Responsible for identifying customer needs and assessing their risk appetite

- Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.

- Responsible for achieving targets based on acquisition and revenue generation through equity

- Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships

- Provide regular updates to the immediate superior as and when required

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.

- Analyze client portfolios and make necessary suggestions.

- This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.

- Must ensure the growth of AUM and IR from existing customers mapped to them

CANDIDATES FROM BANKING, INSURANCE, BROKING, FINANCIAL INSTITUTES HAVING EXPERIENCE IN SALES ARE ELIGIBLE