Role Overview:

As a Service Relationship Manager within the Private Wealth division, you will serve as the primary point of contact for high-net-worth individuals, ensuring their financial needs are met with precision and excellence. You will work closely with internal product teams, investment specialists, and compliance officers to deliver a seamless experience. Your role is pivotal in maintaining long-term client loyalty, managing complex portfolios, and ensuring that every interaction reflects the high standards of the private banking institution you represent. You will be based in Pune, operating in an on-site capacity to foster deep, face-to-face relationships with your client base.

Key Responsibilities:

- Manage a dedicated portfolio of high-net-worth clients by providing proactive service and addressing complex financial queries to ensure high satisfaction levels.

- Execute comprehensive financial planning strategies by aligning client goals with appropriate investment products and wealth management solutions.

- Coordinate with internal stakeholders, including research and operations teams, to facilitate smooth transaction processing and portfolio rebalancing.

- Monitor market trends and portfolio performance to provide timely insights and value-added advisory services to your clients.

- Resolve client grievances and operational escalations promptly to maintain the integrity and reputation of the private banking relationship.

- Drive client engagement through regular portfolio reviews and personalized communication, ensuring long-term retention and asset growth.

Required Skillset:

- Demonstrated expertise in wealth management and private banking, with a deep understanding of financial products, asset allocation, and market dynamics.

- Proven ability to manage complex client relationships, characterized by strong interpersonal skills and the capacity to handle sensitive financial discussions with discretion.

- Proficiency in portfolio management, including the ability to analyze investment performance and communicate technical data to clients in an accessible manner.

- Strong organizational skills to manage multiple client portfolios simultaneously while adhering to strict regulatory and compliance standards.

- Excellent communication and negotiation abilities, essential for building trust and rapport with sophisticated investors.

- A minimum of 3 - 8 years of relevant experience in the financial services sector, specifically within client-facing wealth management roles.

- A graduate or postgraduate degree in Finance, Business Administration, or a related field from a reputable institution.

- Ability to thrive in a professional, on-site office environment in Pune, maintaining high standards of service delivery and team collaboration.

If interested, immediately whatsapp me@7299993116 - Ananthi Prasad