Senior Relationship Manager

Position Overview:

We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will possess a proven track record in managing client relationships, strong financial acumen, and the ability to lead and inspire a team. This role demands strategic thinking, excellent communication skills, and a deep understanding of financial investments and wealth management products.

Key Responsibilities:

Client Relationship Management:

• Manage and grow a portfolio of high-net-worth clients.
• Deliver exceptional client service by proactively addressing client needs and resolving concerns.
• Build and maintain long-term, trust-based relationships with clients.

Team Leadership and Management:

• Lead, mentor, and manage a team of relationship managers.
• Foster a collaborative, performance-driven work environment.
• Ensure team members achieve their individual and collective goals.

Business Development:

• Leverage existing client relationships to generate new business opportunities.
• Develop and execute strategies to attract and retain clients.
• Drive wealth generation initiatives through innovative financial solutions.

Financial Expertise:

• Provide expert advice on a range of financial investments and products.
• Stay current with market trends, investment strategies, and regulatory developments.
• Create and present personalized financial plans and investment proposals.

Performance Management:

• Set and monitor performance targets for the team.
• Implement fast-track promotion and increment plans for high performers.
• Track and report key performance indicators (KPIs).

Communication and Interpersonal Skills:

• Exhibit exceptional verbal and written communication skills.
• Build rapport with clients and internal stakeholders through effective interpersonal engagement.
• Ensure transparent and timely communication across all levels.

Incentive Programs:

• Participate in attractive performance-based incentive programs.
• Benefit from Employee Stock Ownership Plans (ESOPs).
• Enjoy a competitive compensation package with performance-linked rewards.

Qualifications:

• Minimum 5 years of experience as a Senior Relationship Manager.
• Undergraduate degree required; MBA preferred.
• Must hold NISM V-A and NISM XXI certifications.
• Proven ability to manage a client base and deliver high-quality client service.
• Strong understanding of financial markets, investments, and wealth management products.
• Excellent communication, analytical, and presentation skills.
• Demonstrated leadership and team management experience.
• Preference will be given to female candidates to promote diversity and inclusion.