Sr. Relationship Manager / Wealth Manager

Job Purpose

The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.

• Key Job Responsibilities
• Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs.
• Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from theexisting ones and hence build AUM and AUA for the branch.
• Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update themabout the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product teamby showcasing our products and features and generate leads.

Desired Candidate Profile

1. Candidate with good communication skills.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +

3. Pleasing Personality

4. Candidates with NISM - MF Advisory moduleCFP/CWM would have an added advantage .