Sr. Relationship Manager - Wealth - Sales

You will be responsible for Client Acquisition and Relationship Management by addressing HNI clients for their investment requirements. Your key responsibilities will include: - Handling a group of HNI (High Net Worth Exclusive) Clients. - Profiling customers and providing financial products tailored to their needs. - Deepening relationships by cross-selling to mapped broking clients and offering services based on customer needs. - Enhancing & retaining customer profitability by capturing a larger share of Wallet. - Ensuring the profitability of the portfolio by generating high Income per Customer. - Acquiring new customers who meet product criteria through cross-referral. - Actively networking and seeking referrals to expand the client base and contribute to business growth targets. In terms of Marketing and Business Development, you will: - Assist in developing and implementing marketing plans to acquire new customers in the corporate space. - Acquire B2C or B2B clientele & build a portfolio accordingly. - Assist the Head RM in executing successful micro-events for the acquisition of new clients. - Collaborate within internal teams, including research, investment, and compliance, to deliver accurate and compliant investment solutions to clients. Additionally, you will need to have Financial and Product Expertise to: - Ensure the profitability of the portfolio by generating high Income per Customer. - Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. You will be responsible for Client Acquisition and Relationship Management by addressing HNI clients for their investment requirements. Your key responsibilities will include: - Handling a group of HNI (High Net Worth Exclusive) Clients. - Profiling customers and providing financial products tailored to their needs. - Deepening relationships by cross-selling to mapped broking clients and offering services based on customer needs. - Enhancing & retaining customer profitability by capturing a larger share of Wallet. - Ensuring the profitability of the portfolio by generating high Income per Customer. - Acquiring new customers who meet product criteria through cross-referral. - Actively networking and seeking referrals to expand the client base and contribute to business growth targets. In terms of Marketing and Business Development, you will: - Assist in developing and implementing marketing plans to acquire new customers in the corporate space. - Acquire B2C or B2B clientele & build a portfolio accordingly. - Assist the Head RM in executing successful micro-events for the acquisition of new clients. - Collaborate within internal teams, including research, investment, and compliance, to deliver accurate and compliant investment solutions to clients. Additionally, you will need to have Financial and Product Expertise to: - Ensure the profitability of the portfolio by generating high Income per Customer. - Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.