Relationship Manager - Wealth Management

About theOrganisation:

PRP Wealth is a financial services conglomerate with a focus on both fund-based and non-fund-based services. Incepted in 2013 with a vision of creating a remarkable financial institution foraying into Investment Banking, Capital Markets, Merchant Banking, Wealth Management, Fixed Income, Asset Management, Pension Fund Management, Restructuring of Assets & Liabilities, Private Equity and Fund Advisor, PRP is foraying into both the Private Wealth Management space.

We intend to cater to HNI / UHNI & Family office clients.

Trust and long-term commitment form the core of our strategy. We are seeking a highly energetic, self-motivated individual with a passion to create a holistic, relationship-driven wealth management experience for its customers.

Role & Responsibilities:

Key responsibilities include:

• Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions, thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.
• Track the HNI / UHNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
• Focus on business development and achieve growth in relationship value, revenues & improve client stickiness
• Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling
• Formulate outbound and inbound sales plans to acquire new HNI/UHNI/Family office Clients for increasing the customer base of the portfolio
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client's risk profile
• To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies:
• Ability to use & analyse data tools related to wealth products
• Benchmarking Peers/ Execution on Key Initiatives/Management
• Discussion/ MIS Review.
• Maintaining external network, i.e. maintaining contact with the customers • Attitude to service clients by providing them with smooth and superior service delivery
• Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organisation • Aptitude towards delivering high-quality customer service with good organisational and interpersonal skills
• Ensure compliance with key regulatory and organisation-level requirements.
• Those who get their existing book or customers will be given preference.

Preferred candidate profile

Preferred Educational Qualifications and Work Experience:

• Up to 4 - 6 years of Relevant experience in Investment Advisory / Wealth management
• MBA in Finance or CA, or equivalent will be given preference.
• Relevant certifications (RIA level 1 & level 2 from SEBI, if successfully passed)