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 while ensuring the delivery of top-notch services. Your role involves establishing strong connections with clients by designing and implementing financial plans and providing them with the right advice. Key Responsibilities: - Acquire Preferred clients (Affluent & Super Affluent) and maintain client relationships to generate AUM. - Advise clients on Investments, manage their financial portfolios, and deepen the wallet from existing clients. - Track the market for new client acquisition and stay updated on investment opportunities and financial market trends. - Coordinate with product and research team for investment decisions, and assist in organizing seminars and workshops for business development. Qualifications Required: - MBA/PGDM in Finance/Marketing or focused education in Financial planning/Wealth Management. Additional qualifications like CFP will be advantageous. - Minimum 3-15 years of experience in handling HNI Relationship, Sales & Financial Planning in the BFSI sector with good business and market knowledge. Additional Company Details: - Ability to inspire trust and confidence in clients, engage in meaningful financial conversations, and demonstrate active interest in clients" financial well-being. - Thorough understanding of financial markets, ability to process inputs from research team, and apply insights to clients" specific contexts. - Strong oral and written communication skills, interpersonal skills, and analytical skills. - General competencies include a positive attitude, social effectiveness, perseverance, patience, assertiveness, and result orientation.,