Role Overview: The Relationship Manager will be responsible for building and managing relationships with high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI). The primary focus will be to offer personalized financial solutions by leveraging the company's comprehensive suite of investment and stockbroking and distribution products, while achieving revenue and asset growth targets.
Responsibilities
- Acquire new clients for equity, derivatives, commodities, and other financial products.
- Develop and maintain strong relationships with existing clients to enhance trading activity and revenue generation.
- Achieve assigned targets for revenue, client retention, and AUM (Assets Under Management).
- Drive cross-selling of the company's distribution products to create additional revenue streams.
- Assist in onboarding new clients, explaining trading processes, and ensuring proper documentation.
- Act as a single point of contact for clients, resolving queries related to trading platforms, portfolio management, and market trends.
- Coordinate with the dealing team to execute trades efficiently as per client requirements.
- Ensure adherence to compliance and regulatory guidelines while handling client accounts and transactions.
- Conduct investor awareness programs, webinars, and client engagement activities to enhance business.
- Provide timely reports and trade confirmations to clients while maintaining transparency.
- Maintain confidentiality and integrity in handling client data and financial transactions.
- Build long-term relationships based on trust, transparency and value addition.
- Work closely with research, operations, and compliance teams to deliver superior client experience.
- Maintain regular communication with clients to review portfolio performance and address concerns.
Qualifications
- 1+ Years in sales/wealth management of handling clients.
- Preferred industry back ground: Stock Broking, Wealth Management.
- Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products.
- Goal-oriented with a focus on delivering exceptional client service.
