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Relationship Manager

2.00 to 7.00 Years   Mumbai City   11 Jan, 2022
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Other Software

Job Description

The Relationship Manager- Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Relationship Managers with prior experience working in a Private bank/ wealth management set up is must.(2 years minimum) Handle and manage clients for all sorts of investment needs. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2- 3 yrs of stability) The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/ financial market trend to determine whether they fit into clients portfolios. To conduct and assist in organizing seminars, workshops and other business development activities Compensation - Competitive package along with attractive incentives and quarterly bonuses! Earning Potential upto 20lacs pa,

Keyskills :
salesmarketinginsurancecustomer relationsbankingnew client acquisitionstrong analytical skillsadvising clientswealth managementanalytical skillsclient acquisitionbusiness developmentnetsetfitwealth

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