Wealth Manager - Banking

- This is a full-time on-site role as a PWM Relationship Manager/Client Partner located in Gurugram. The Candidate will oversee the delivery of exceptional Sales & service to clients, ensuring that all their needs are met, and their expectations are exceeded. Day-to-day tasks will include onboarding & Managing UHNW Clients Portfolio , monitoring and addressing any service issues, Acquiring & Growing wallet share on AUM & Revenue for these Clients , collaborating with cross-functional teams to enhance Knowledge the client experience

- Managing the 360 Degree relationship of clients and responsible for overall growth of Investment business from HNI segment. Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.. Identify current and potential relationship with additional revenue potential and grow

- Achieving Sales targets spread across Revenue ,Investments AUM, Insurance ,Assets, Investment Banking , Onboarding RRP etc.. Proactively sell the full range of Advisory solutions , & Investments product to current and potential HNI Relationships. Ensuring Monthly /quarterly /weekly client meetings & following client onboarding journey as per process laid down by the management

- Engaging with MF product and Central team for doing Monthly /By Monthly Client Portfolio Reviews.. Increase Investment wallet share in allocated portfolio either through Deepening or Acquisition..

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with company's KRA. Financial Markets product knowledge. Financial Analysis and risk management knowledge.

- Communication and presentation skills. Client relationship management skills, ability to manage and prioritize multiple tasks and projects within a fast-paced environment. Business understanding of client business models with acumen on new client acquisitions. Sales skills with excellent negotiation, presentation and client acquisition skills.

- Understanding of recent technologies in Financial Markets & Business.. Deal closure and execution skills. Strong cross cultural awareness and interpersonal skills. High degree of integrity, ethical conduct, and professionalism.

Skills:. Bachelor's degree in Finance, Business Administration, Economics, or related field , Master's degree or CFA Charter holder is a plus.

Preference:. Location - Gurugram