Relationship Manager/ Sr Relationship Manager

Designation- Relationship Manager/ Sr Relationship Manager

Job Profile:

1. Develop and provide solutions to the clients basis their requirements
2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
3. Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
4. Initiate portfolio review of the existing investors in a timely manner
5. Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
6. Share regular updates with the investors with regards to the schemes, research papers, etc.
7. Conduct regular marketing activities in co-ordination with the regional marketing team and product team

Must Haves:

1. Excellent socializing and relation building skills.
2. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
3. Should be a confident individual and must conduct and present themselves well in front of client
4. Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability
5. Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
6. Should always identify opportunities for greater profit
7. Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation

Desired Candidate Profile:

1. Candidate Should have a minimum 6 Month- 5 years of experience in Wealth Management, Financial Planning & Investment Advisory.
2. Possession of requisite certifications will be an added advantage
3. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
4. Should have a proven track record of AUM garnering