DESIGNATION : RELATIONSHIP MANAGER
Location: Ahmedabad | Full time
KEY RESPONSIBILITY AREA
1) SALES ACQUISITION
- Acquire new clients through various sources.
- Generate new business using existing and potential customer networks. (References)
- To organize IAP through reference incorporates and generate new clients.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives.
- Answer clients questions about the purposes and details of financial plans and strategies.
- Implement financial planning recommendations.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
2) CLIENT RELATIONSHIP MANAGEMENT
- Review clients accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Manage client portfolios, keeping client plans up-to-date.
- Contact clients periodically to determine any changes in their financial status.
- Analyze financial data received from clients to develop strategies for meeting clients financial goals.
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
3) REPORTS & DOCUMENTATION
- Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
- Managing and updating client portfolios.
- To email monthly portfolio performance report along with comments to each client.
- Build & maintain client database with A/B/C Analysis.
- To maintain/modified data of each client on regular basis at wealth first web site Impersonal verification should be done in front of client
- To update daily sales dashboard & report.
- To keep record of minutes of meeting with clients.
4) TEAM MANAGEMENT & TEAM WORK
- Guiding & mentoring my team towards making them more able, independent and profitable.
- To coordinate with semi-back office & operations team for smoother transaction process.
- Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.
5) LEARNING & UPDATION
- Monitor financial market trends to ensure that client plans are responsive
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Keep yourself updated with latest financial trends, economic/market changes.
- Keeping up-to-date technically and apply new knowledge to get better output in your work.
- To clear necessary exam & also clear exam for renewal of certification needed for your profile
QUALIFICATIONS
- Graduate or Postgraduate in Finance, Commerce, or related field.
- NISM certifications.
- 14 years of experience in wealth management, financial advisory, or relationship management.
KEY ATTRIBUTES
- Client-centric mindset with high integrity.
- Goal-oriented and self-motivated.
- Strong interpersonal and negotiation skills.
