Relationship Manager - Wealth

• To acquire, build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  
• To demonstrate expertise in wealth management products, including but not limited to Debentures, Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDPTCs, etc.
  
• To educate clients on the features, benefits, and risks associated with various wealth management products.To identify new business opportunities and generate leads through networking and referrals.
  
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  
• To achieve revenue targets and contribute to the overall growth of the private wealth management business.
  
• To conduct thorough due diligence on investment products and providers to mitigate risks.
  
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.
  
• To conduct and assist in organizing seminars, workshops and other business development activities.

Requirements

• Graduate or MasterDegree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management set up.
  
• Should have a proven track record of building and managing relationships with high-net-worth individual minimum of 3 years.
  
• Should have a strong understanding of wealth management products, Debentures, AIFs and PMS.
  
• Strong communication sales and a track record of achieving targets and achieving incentives.
  
• Should have excellent communication, presentation, and negotiation skills.
  
• Should have the ability to work independently and as part of a team in a fast-paced environment.
  
• Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage