Preferred Relationship Manager

Role Overview: As a Relationship Manager-Wealth, you will be the primary point of contact with high net worth clients, responsible for acquiring and managing relationships by delivering exceptional services. Your role will involve establishing strong connections with clients, designing and implementing financial plans, and providing appropriate advice to ensure their financial goals are met. Key Responsibilities: - Acquire and manage preferred clients, including affluent and super affluent individuals - Maintain client relationships, increase assets under management, and provide investment advice - Monitor the market for new client opportunities, stay updated on investment opportunities and financial trends - Collaborate with the product and research team for investment decisions - Organize seminars, workshops, and other business development activities Qualifications Required: - MBA/PGDM in Finance/Marketing or equivalent, with a focus on financial planning/wealth management - Minimum 3-15 years of experience in handling high net worth relationships, sales, and financial planning in the BFSI sector - Desired skills include the ability to build trust with clients, engage in meaningful financial conversations, understand financial markets, and possess strong analytical and communication skills Additional Company Details: Omitting this section as there are no additional details of the company mentioned in the job description.,