RelationshipManagers with prior experience working in a Broking/Private bank/wealthmanagement set up.
Handleand manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
Experienceof advising clients across asset classes.
Stronganalytical skills and ability to work in teams.
Candidateshaving good vintage in their present as well as previous companies (At leastminimum tenure of 2-3 yrs of stability)
ROLES & RESPONSIBILITIES: -
The Relationship Manager will be Responsible for Acquiring HNIclients (Affluent & Super Affluent)
He/She would be responsible to drive the TPP sales throughbranch sales team and advisors.
Maintainingclient relationships and generate AUM from preferred clients.
AdvisingAffluent clients on their Investments and managing their overall financialportfolio and deepening the wallet from existing clients
Trackthe Affluent & Super Affluent Clientsegment in the market for new client acquisition.
Toresearch, investigate and update themselves on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios.
Tocoordinate with product and research team (Centralize CFP Team) for takinginvestment decision for the clients.
Toconduct and assist in organizing seminars, workshops and other businessdevelopment activities.
Desired Skill Set:
Abilityto inspire trust and confidence in clients.
Abilityto engage clients in meaningful conversations about their finances and takeactive interest in their financial well being.
Athorough understanding of financial markets, their behavior, movements andexpectations with respect to market.
Abilityto process several inputs provided by research team and other sources and applythem to the specific context of several clients thus generating insights forclients
Goodoral and written communication skills with clarity of thought, speech andexpression
Positiveattitude, socially effective, high level of perseverance and patience
Assertive& hard working
Looking for Pgdm,mba,any Graduate graduates profile.