Relationship Manager - Wealth

As a business development professional specializing in portfolio performance analysis, modeling, and management, you will be responsible for addressing HNI clients" investment requirements. Your primary goal will be to provide superior service delivery and exclusive product offerings to assist clients in achieving their short-term and long-term investment goals. This will involve proper profiling of clients and offering a range of financial products such as debt products, structures, equities, mutual funds, fund-based real estate products, and other investment products. In this role, you will play a key part in the development and implementation of marketing plans aimed at acquiring new customers in the corporate space. You will also be responsible for formulating acquisition initiatives to attract and handle a group of HNI (High Net Worth Exclusive) clients. Profiling customers and providing them with financial products tailored to their needs will be a crucial aspect of your responsibilities. Additionally, you will be expected to deepen client relationships through cross-selling to mapped broking clients and offering services based on customer needs. Your objective will be to enhance and retain customer profitability by capturing a larger share of the wallet and generating high income per customer. Acquiring new customers who meet specific product criteria through cross-referrals will also be part of your role. The ideal candidate for this position should hold an MBA/PGDBA/PGPM or equivalent degree in addition to certifications such as AMFI, NISM, and IRDA. Strong analytical skills, excellent communication abilities, and a proactive approach to business development are essential for success in this role.,