Relationship Manager - Mumbai

Job Description

Essential Duties and Responsibilities:  Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.  Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.  Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.  Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.  Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.  Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.  Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise. Personnel Specification* Education Master’s Degree from an accredited Collage Experience 8 Years’ experience in investment management, wealth advisory, or related financial services roles. Skill Sets  Communication Skills (Must be multilingual with excellent communication)  Market knowledge (understand the dynamics of financial business)  Resourcefulness  Convincing Skills  Analytical skills Other Requirements (if any) NA Behavioural Competencies  Service oriented  Perseverance  Interpersonal skills  Cultural sensitivity  Willingness to learn  Initiative  Teamwork and Cooperation  Result Oriented If interested to explore, share your updated resume mentioning current and expected ctc. Follow us for more job updates Show more Show less