Manager - Wealth Management Group

As a Relationship Manager, your primary responsibility will be to acquire and cultivate relationships with Retail/Ultra High Net Worth, and Corporates customers. You will be expected to engage in cross-selling insurance and other wealth management products while providing advice on various Treasury related Debt products to Corporates & SMEs. Additionally, you will have the opportunity to advise Corporate/Promoters/HNI clients on investment opportunities in the market, assisting them in generating a high Return On Investment (ROI). Your role will involve delivering end-to-end service solutions to existing customer relationships proactively. You will also be tasked with educating customers on the diverse investment avenues available, particularly focusing on investing products and providing high-quality advice on asset allocation. It will be crucial for you to assess customers" risk appetite and time horizon, tailoring advisory services to align with their needs effectively. Furthermore, you will play a key role in conceptualizing and executing sales promotional plans through various marketing channels. Staying updated on changes and trends in the business landscape will be essential, allowing you to provide customers with accurate and timely information. Continuous updating of Management Information (MI) will also form part of your responsibilities to ensure the effectiveness of your strategies and plans.,