Relationship Manager

Responsible for acquiring NTF (new to the firm) clients, revenue generation and

maintenance of relationship with HNI/UHNI & corporate clients and offer wealth

advisory services. Need to ensure growth of AUM or book size.

Critical

• Analyse financial information obtain from clients to determine

strategies for meeting clients financial objectives.

• Monitor financial market trends to ensure that client plans are

responsive.

• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue

generation through investment products.

• Responsible for business development through acquisition of high

net-worth clients.

• Mandatory numbers of meetings with clients to keep them updated

with the current market scenario.

Routine

• Analyse client portfolios and make necessary suggestions.
• Recommend financial products.
• Responsible for identifying customer needs and assessing their risk

appetite

• Provide regular updates to the immediate superior as and when

required

• Create and enforce plans that will help meet the needs of the

customer.

• Experience: 5+ Years of Wealth Management experience in the industry/

Must be from Wealth Platform or banking background.

• Domain Knowledge: Understanding of market pulse, knowledge on

investment products, understanding of wealth platform