Relationship Manager - Private Wealth - BFSI (5-12 yrs)

Relationship Manager - Private Wealth

- Analyze financial information from clients to develop strategies aligned with their financial objectives.

- Monitor financial market trends to ensure client portfolios remain responsive and optimized.

- Drive growth in AUM/Book Size through effective client acquisition and portfolio management.

- Achieve targets related to client acquisition and revenue generation via investment products.

- Expand business by acquiring and managing high-net-worth clients (HNWIs).

- Conduct mandatory client meetings to update them on market trends and investment strategies.

- Review and analyze client portfolios, providing necessary recommendations.

- Suggest suitable financial products based on client needs and market conditions.

- Assess customer risk appetite and tailor investment solutions accordingly.

- Provide timely updates and reports to the immediate superior.

- Develop and implement client-centric strategies to ensure long-term financial success.