Senior Relationship Manager

• Provide and develop solutions and suggest schemes to clients based on their requirements and goals.
• Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
• Increase client databases by meeting new clients and taking references from the existing ones and hence build AUM.
• Review and diversify existing client portfolios on a regular basis and provide guidance accordingly.
• Achieve financial goals of the clients through various product lines.
• Update and cross sell products to existing clients and update them about the primary and secondary market trends.
• Update self-regarding all schemes, products and solutions by regularly attending training.
• Share regular communications with clients regarding information, research and material of the organisation.
• Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.

Knowledge:-

• Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc
• Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals
• Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients

Skills:-

• Social/Interpersonal Skills: have excellent socialising and relation building skills.
• Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
• Should be a confident individual and must conduct and present themselves well in front of client
• Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability
• Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and
• conscientiousness when dealing with achieving targets.
• Should always identify opportunities for greater profit
• Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation
• Preferred candidate profile
• Desired Candidate Profile- Candidate Should have minimum 4 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory Space, Should have exposure in all Wealth Instrument Like Insurance, Mutual Fund, PMS , AIF etc.