Wealth Relationship Manager - HNI/Ultra HNI Segment - IIM/ISB/MDI/FMS/CA

Wealth Relationship Manager

Key responsibilities include:

- Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.

- Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.

- Focus on business development and achieve growth in relationship value, revenues & improve client stickiness.

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling.

- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio.

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.

- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.

Skills and Competencies:

- Ability to use & analyze data tools related to wealth products.

- Benchmarking Peers/Execution on Key Initiatives/Management.

- Discussion/MIS Review.

- Maintaining external network i.e. to maintain contact with the customers.

- Attitude to service clients by providing them smooth and superior service delivery.

- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization.

- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills.

- Decision making skills with strong sense of ownership and ability to work under pressure.

- Ensure compliance with key regulatory and organization level requirements.

- Our commitment to Diversity, Equity and Inclusion.

- The diversity of our people is one of our greatest strengths.

- An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities.

- From day one, you will l be encouraged to be yourself and supported to perform at your best.

Preferred Educational Qualifications and Work experience:

- 08-18 years Relevant experience in Investment Advisory / Wealth management.

- MBA / CA or equivalent from a premium institute.

- Relevant certifications.

Desired Knowledge / Skills:

- Strong industry and product knowledge, including understanding of applicable compliance rules and regulations.

- Ability to think and execute strategically, prioritize and resolve complex problems.

- Detail-oriented with superior organizational and time management skills, including delegation of work.

- Team player with the ability to collaborate with others.