Job Description

Job Specifications Role Designation: Relationship Manager Department: Wealth Management Function: Sales Company: MOPW Location: Bglr/Hyd/Chennai/Kolkata Reporting to: Cluster Head Job Purpose Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Key Deliverables 1) Critical • Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. • Monitor financial market trends to ensure that client plans are responsive. • Must ensure the growth of AUM / Book Size • Responsible for achieving targets based on acquisition and revenue generation through investment products. • Responsible for business development through acquisition of high net-worth clients. • Mandatory numbers of meetings with clients to keep them updated with the current market scenario. 2) Routine • Analyse client portfolios and make necessary suggestions. • Recommend financial products. • Responsible for identifying customer needs and assessing their risk appetite • Provide regular updates to the immediate superior as and when required • Create and enforce plans that will help meet the needs of the customer. Role Requirements o Educational Qualifications: Graduation / Post Graduation in any discipline o Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. o Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform o IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)