Key Responsibilities:
Client Relationship Management:
- Manage and grow a portfolio of high-net-worth clients.
- Ensure exceptional client service by addressing client needs and concerns promptly and effectively.
- Develop and maintain strong, long-term relationships with clients.
Team Leadership and Management:
- Lead, mentor, and manage a team of relationship managers.
- Foster a collaborative and high-performance team environment.
- Ensure team members achieve their individual and team goals.
Business Development:
- Leverage an existing client base to identify and pursue new business opportunities.
- Develop and implement strategies to attract and retain clients.
- Drive wealth generation opportunities through innovative financial solutions.
Financial Expertise:
- Provide expert advice on financial investments and products.
- Stay up-to-date with market trends and regulatory changes.
- Develop and present financial plans and investment strategies to clients.
Performance Management:
- Set performance targets for the team and monitor progress.
- Implement a fast-track promotion and increment plan for exceptional performance.
- Manage and report on key performance indicators (KPIs).
Communication and Interpersonal Skills:
- Exhibit excellent verbal and written communication skills.
- Demonstrate strong interpersonal skills to build rapport with clients and colleagues.
- Ensure clear and transparent communication within the team and with clients.
Incentive Programs:
- Participate in attractive incentive programs based on performance.
- Benefit from wealth generation opportunities through Employee Stock Ownership Plans (ESOPs).
- Enjoy competitive compensation with additional rewards for achieving targets.
Qualifications:
- Minimum of 5 years of experience as a Senior Relationship Manager.
- Undergraduate degree is required; MBA is advantageous
- Should have NISM V-A and NISM XXI certifications
- Proven track record of managing a client base and delivering exceptional client service.
- Strong knowledge of financial investments and products.
- Excellent communication, analytical, and presentation skills.
- Demonstrated team management and leadership experience.
- Preference will be given to female candidates to promote diversity and inclusion.
Why Join Us:
- Opportunity to lead and grow within a forward-thinking financial institution.
- Attractive incentive and reward programs for high performance.
- Collaborative and inclusive work environment.
- Opportunities for professional development and career advancement.
