Relationship Manager - Wealth Management

Role Position - Relationship Manager

The Candidate should have strong communication and interpersonal skills and the ability to build and maintain relationships. The candidate should be good with number crunching and must be a strategic thinker who can analyze and solve problems quickly. One should be Intuitive to customers’ needs. Through this role the candidate could also have international exposure as the company has global footprints.

Key Responsibilities:

• Review and validate executed transactions to ensure accuracy and compliance.
• Track pending tasks and proactively request and follow up with the Operations team to ensure timely completion of activities.
• Conduct regular portfolio reviews for all clients and ensure the readiness of reports for upcoming client meetings.
• Produce monthly client portfolio reports, which include key metrics, financial results, variance reporting, and overall, MIS.
• Coordinate and oversee the filing of advance tax for clients as per requested timelines.
• Review PMS empanelment documentation and collaborate with relevant teams to ensure the completion of the empanelment process.
• Maintain regular communication with clients, providing updates on pending tasks and activities, ensuring high levels of satisfaction and trust.
• Take charge and lead independently on all client-related activities/requirements and discuss portfolio actions with senior management.
• Support internal research teams in performing product analysis and tracking market trends that may impact client portfolios.
• Coordinate with internal and external teams (banks, mutual fund houses, agencies) to collate required information and manage documentation effectively.
• Prepare the monthly brokerage report, including key metrics, updates on client activity, and financial results.

Preferred Candidate

• 3 to 5 years in Similar Role.
• Proficient in MS Office skills, especially Advanced Excel.
• Ability to collaborate with other cross functional teams.
• Attention to detail and should have a systematic approach.
• Must be self-motivated, flexible and able to manage multi-tasks under pressure.

Language

• Candidate should be proficient in English & Hindi.

Qualification

• Postgraduate in commerce (MBA, Engineering + MBA etc).
• Preferably, they should have good performance in Higher Schooling - 10th & 12th Standard.
• Previous experience in relationship management, operations, or portfolio management is preferred.
• Strong understanding of financial products, transactions, and market dynamics.
• Excellent organizational skills with the ability to track and manage multiple tasks simultaneously.
• Strong communication skills, both written and verbal, with the ability to liaise effectively with internal teams and clients.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Knowledge of PMS, tax filings, and portfolio reviews is a plus.

Job Types: Full-time, Permanent

Pay: Up to ₹720,000.00 per year

Benefits:

• Health insurance

Education:

• Master's (Required)

Experience:

• Service RM: 3 years (Required)
• Wealth management: 3 years (Required)
• Family Office: 3 years (Required)
• Customer relationship management: 3 years (Required)

Language:

• Hindi (Required)

Location:

• HSR Layout, Bengaluru, Karnataka (Required)

Work Location: In person