Relationship Manager - Wealth

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Key responsibilities:

Requirements

• Graduate or Masters Degree 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 individuals 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