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2 Team ACE HR Jobs

Relationship Manager - Wealth Management - Bank (10-13 yrs)

10-13 years

Relationship Manager - Wealth Management - Bank (10-13 yrs)

Team ACE HR

posted 1mon ago

Job Role Insights

Job Description

Job Specifications

Role Designation: Relationship Manager Department: Wealth Management

Function: Sales Company: MOPW

Reporting to: Cluster Head Location: Bglr/Hyd/Chennai/Kolkata

Job Purpose

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.

Key Deliverables

1) 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.

2) 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.

Role Requirements

Educational Qualifications: Graduation / Post Graduation in any discipline

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

IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)Job Specifications


Functional Areas: Banking/Insurance

Read full job description

What people at Team ACE HR are saying

What Team ACE HR employees are saying about work life

based on 15 employees
0%
100%
87%
100%
Alternate Saturday off
No travel
Day Shift
View more insights

Team ACE HR Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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