Wealth Relationship Manager (Chennai)

A prominent player in the Capital Market sector, with a nationwide presence and managing assets exceeding INR 20,000+ Crores, is expanding its Wealth Management team and hiring 'WEALTH - RELATIONSHIP MANAGER' at CHENNAI (Anna Salai).

Responsibilities :

• Drive client acquisition efforts to expand the portfolio of HNI, UHNI, and Corporate clients with a focus on managing and building financial relationship;
• Plan and execute sales promotions and initiatives to effectively increase the client base by developing, maintaining and deepening a strong, long-term client relationship built on trust and understanding;
• Implement strategies for the activation of inactive clients and focus on robust client retention;
• Provide comprehensive 360-degree financial planning tailored to the unique needs and objectives of HNI, UHNI, and Corporate clients by developing and managing the investment portfolios of clients to align with their financial goal plans and risk appetite;
• Present, propose and sell a diverse range of third-party financial products from various Asset Management Companies (AMC) and financial companies, including Mutual Funds, Fixed Deposits, Portfolio Management Services (PMS), Structured Products, Sovereign and Corporate Bonds, and other relevant investment avenues;
• Maintain a strong understanding of current capital market scenarios and possess deep knowledge of Wealth management principles and strategies;
• Stay informed about the competitive landscape understanding, including competitor activity and new product developments in the market;

The ideal candidate for this role needs to be :

- Graduate/Post-graduate;

- At least 2+ years of relevant work-experience in dealing with HNI clients and Corporate Treasuries;

- Marketing and Servicing 'Existing / New Customers' by providing best financial solutions to our clients will be a prerequisite requirement for this role;

- Good knowledge of financial products (PMS, AIF, MF, FD, Structured Product, Sovereign and Corporates Bonds;

- Impeccable Communication and Presentation skills;

Interested candidates can email their CV to me at : abhishek@aumcap.com