Relationship Manager Wealth

Key responsibilities:

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, NCDs PTCs, 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 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

Benefits

We are committed to creating a diverse environment and are proud to be an equal opportunity employer