Relationship Manager Wealth

Job Description

Key responsibilities: To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs PTCs, etc, To educate clients on the features, benefits, and risks associated with various wealth management products To identify new business opportunities and generate leads through networking and referrals To drive business growth by effectively cross-selling wealth management products and services to existing clients To achieve revenue targets and contribute to the overall growth of the private wealth management business To conduct thorough due diligence on investment products and providers to mitigate risks To maintain accurate records of client interactions and transactions in accordance with compliance standards To conduct and assist in organizing seminars, workshops and other business development activities Requirements Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up Should have a proven track record of building and managing relationships with high-net-worth individuals minimum of 3 years Should have a strong understanding of wealth management products, Debentures, AIFs and PMS Strong communication sales and a track record of achieving targets and achieving incentives Should have excellent communication, presentation, and negotiation skills Should have the ability to work independently and as part of a team in a fast-paced environment Having relevant regulatory certifications (e g , AMFI, NISM) will be an advantage Benefits We are committed to creating a diverse environment and are proud to be an equal opportunity employer