Company : Cosmea Holding Brand: Torus Wealth Private Ltd. A client facing role managing the 's relationship with its highest value clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. As an integral member of the Wealth Management function, the role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Ultra HNI and HNI clients comprising entrepreneurs, business families and professionals. Responsibilities - Maximize profit and achievement of growth of the client's portfolio and meet agreed financial targets by development of existing and new relationships. - Complete regular reviews with clients to understand their current and long term needs and advise them on the differentiated products and services that help achieve their wealth goals. - Maintain a minimum standard of qualifying premier clients within portfolio as stated by the organization and ensure effective use of tools and information by the team to drive client service delivery. - Build a high personal and corporate profile in the community in which you are based by developing a network of professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the organization's brand. - Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline for the team. Specific metrics include, but are not limited to Revenue, AUM, TRV, number of products sold to client, number of referrals, total balance of relationship portfolio. - Maintain a deep understanding and technical knowledge of relevant products and services available from the organization's sources and elsewhere in order to provide the best solutions for clients and maximize revenues. - Maintain highest standard of excellence in client service by ongoing analysis of client portfolios through marketing of ideas and researching clients. Monitor client satisfaction data implementing portfolio level improvements. - Client experience and/or client satisfaction metric measured by client retention and increase in portfolio penetration with diversified product and service mix. - Ensure sales and operations are undertaken in accordance with the organization's guidelines. Adhere to selling process and sales quality requirements at all times. - Understand the legal responsibility to be vigilant for unusual activity and reporting of unusual activities and support any investigation by providing additional information when required. - Understand the consequences of failing to attend or successfully complete training as mandated; request additional training that you deem necessary or appropriate to perform your job. Qualifications - Post Graduate/MBA with a minimum of 10 years' proven and progressive financial services and/or private wealth experience or equivalent especially with high net worth clients. - Entrepreneurial spirit, pro-active attitude, self-driven and detail oriented, possessing excellent business judgment skills, with strong networking and relationship management experience. - An articulate goal driven wealth manager who maintains a productive climate. - Sound knowledge of financial services products and services and the client relationship management system. - Evidence of strong sales results in insurance and investment products with solid technical skills in private wealth and portfolio management. - Should possess valid licenses with accreditation on wealth management and qualifications as required. - Should possess appropriate professional and regulatory qualifications as required by market AMFI & IRDA. - Clear understanding on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.

Delhi NCR

Mumbai

Bangalore

Kolkata

Torus Wealth - Relationship Manager - Private Wealth - HNI/UHNI 

Job Description for Torus Wealth - Relationship Manager - Private Wealth - HNI/UHNI  in Torus Private Wealth in  Delhi NCR Mumbai Bangalore Kolkata for (10-15) years of experience. Apply Now!