Client Engagement Manager

Job Title: Client Engagement Manager

Experience: Minimum 3 years

Location: Gurgaon

Company Overview:

Primedin Wealth

Position Summary:

We are seeking a highly motivated and results-oriented Client Engagement Manager to join our team. This role will primarily focus on acquiring new high-net-worth & mass affluent clients while also managing and nurturing existing client relationships within the Delhi NCR region. The ideal candidate will have a deep understanding of wealth management strategies, financial markets, and investment products, and possess a proven ability to build and sustain long-term relationships with clients. This is an exciting opportunity to contribute to the growth of Primedin Wealth while delivering outstanding service to both new and existing clients.

Key Responsibilities:

• Client Acquisition:

1. Identify and engage potential high-net-worth and mass affluent clients to expand the firm’s client base. 
2. Develop and execute targeted business development strategies, leveraging networking, referrals, and outreach to generate new opportunities. 
3. Effectively present and articulate Primedin Wealth’s services to prospective clients and successfully close new business.

• Client Relationship Management:

1. Serve as the primary point of contact for a portfolio of existing clients, providing ongoing financial advice and personalized wealth management support. 
2. Foster long-term relationships with clients to ensure high levels of satisfaction, retention, and growth of assets under management. 
3. Regularly review and update clients' financial plans to ensure alignment with their evolving financial objectives and life changes.

• Financial Planning & Investment Management:

1. Collaborate with senior advisors and portfolio managers to develop customized financial plans and investment strategies tailored to clients’ needs. 
2. Monitor clients’ portfolios and recommend adjustments based on market conditions, risk appetite, and client objectives. 
3. Provide clients with insights and education on investment strategies, estate planning, tax optimization, and other key wealth management topics.

• Compliance & Documentation:

1. Ensure all client interactions and financial plans comply with industry regulations and internal compliance standards. 
2. Maintain accurate and up-to-date client records and documentation, in line with company policies.

• Eligibility Criteria:

1. Degree in Finance, Economics, Business, or a related field is a must. 
2. At least 1 year of relevant experience in private banking, wealth management, or financial advisory, with a strong track record in client acquisition and relationship management. 
3. Certifications like NISM, CFP and other industry recognised credentials will be an added plus.
4. In-depth knowledge of financial markets, investment products, and risk management strategies. 
5. Proven ability to develop and cultivate a network of high-net-worth clients and prospects.
6. Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport with senior clients.
7. Proficiency in financial planning software, CRM systems, and Microsoft Office Suite. 
8. Strong business development acumen with a proactive approach to identifying new business opportunities. 
9. A commitment to excellence, with a collaborative attitude and a strong work ethic.

What We Offer:

1. Competitive salary with performance-based incentives. 
2. Opportunities for professional growth and development within a dynamic and supportive work environment. 
3. A collaborative and growth-oriented team culture. 
4. Access to an established client base and comprehensive wealth management resources

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How to Apply:

If you are a motivated and dynamic professional with a passion for wealth management and client relationship building, we invite you to apply for this exciting opportunity. Please submit your updated resume to Email: info@primedinwealth.com or contact us at +91 93192 27463 for further information.

Primedin Wealth is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees.