Relationship Manager - Sales - Wealth Management (10-14 yrs)

Job Title: Relationship Manager Sales - Wealth Management

Locations: Kolkata / Hyderabad , Chennai / Delhi

Experience: 10+ Years

Role Summary:

The RM will be responsible for managing complete sales and distribution of WM services offered by the bank.

Main focus will be on profitability by ensuring optimal utilization of available resources and adherence to the best practices.

Responsibilities:

1. Responsible for sales for WM products for the bank WM business with a focus on revenue generation and meeting revenue targets.

2. Monitoring of Customers portfolios with conducting independent portfolio reviews and ensuring compliance related to customer risk profile.

3. Analysing market trends, tracking competitors' activities, and providing inputs to product team.

4. Cross selling of bank products as per the customers need and generating more revenue per customer.

Qualifications:

MBA (Finance), MBA+CFA, CA+MBA (Finance)

Additional Professional Certifications: Certified Financial Planner (CFP). NISM certifications for MFs, PMS and AIF.

Technical Competencies:

1. Knowledge of managing the lifecycle of wealth management products.

2. Understanding of financial markets, investment products, and their characteristics, such as mutual funds, private equity funds, portfolio management services, etc.

3. Ability to conduct market research and gather customer insights.