Job
Description
As a Cluster Head / Senior / Relationship Manager, you will be responsible for the following key responsibilities: - Client Engagement and Relationship Management: - Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. - Profile Customers and provide financial products to meet customer needs. - Work closely with Relationship Managers to support client portfolios and execute wealth management strategies. - Market Research And Analysis: - Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. - Direct Relationship Managers to identify cross-selling and upselling opportunities. - Financial Planning And Reporting: - Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. - Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. - Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals. Qualifications Required: - Skills in performance reporting, cross-selling, HNI, wealth management, upselling, financial planning, investment strategies, relationship management, market research, and client engagement are essential for this role. Note: The above job description is for a Cluster Head / Senior / Relationship Manager position with 10 years of experience in WFO mode for 5.5 days. As a Cluster Head / Senior / Relationship Manager, you will be responsible for the following key responsibilities: - Client Engagement and Relationship Management: - Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products. - Profile Customers and provide financial products to meet customer needs. - Work closely with Relationship Managers to support client portfolios and execute wealth management strategies. - Market Research And Analysis: - Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios. - Direct Relationship Managers to identify cross-selling and upselling opportunities. - Financial Planning And Reporting: - Guide in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences. - Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations. - Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals. Qualifications Required: - Skills in performance reporting, cross-selling, HNI, wealth management, upselling, financial planning, investment strategies, relationship management, market research, and client engagement are essential for this role. Note: The above job description is for a Cluster Head / Senior / Relationship Manager position with 10 years of experience in WFO mode for 5.5 days.
