Senior Relationship Manager - Wealth Management - Stock Broking Firm

Position: Sr.Relationship Manager - Wealth Management

Location: Mumbai 

No. of positions: 4

Qualification: Post graduate with financial specialization. MBA, CA, CFP, CFA, etc

Department: Wealth Management

Experience: Candidate with 5 years experience of Wealth management in the industry and having fairly good client base

Reporting to: Head Wealth Management

Brief Job profile:

- Having good experience of managing relationship with High Net-worth Individuals and corporates. Having good understanding about the needs of various types of investors.

- Managing a decent size of client AUM across different financial products.

- Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds, PMS, Alternate Investments, structured investments, Insurance, Real Estate investment products, etc.

- Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients

- Ability to cross sell products based on risk profile and suitability

- Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.

- Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables

CTC: 12-15 Lacs Fixed + PLI (CTC till 20 Lacs can be considered for a right fit )

Opening is with Wealth Management Division of a reputed Stockbroking firm.

Candidates with HNI/UHNI Client acquisition and advisory experience is preferred.

Anupama Bhaskaran -9920169061
Recruitment Consultant -Ability Unleashed