Sr Relationship Manager -Wealth

Key Responsibilities:

Client Acquisition and Relationship Management:

• Engage with HNI clients to understand and address their investment requirements.
• Offer a comprehensive range of investment products including Debt, Structured Products, Equities, Mutual Funds, Fund-based Real Estate, and other suitable options.
• Acquire and manage a portfolio of HNI clients.
• Profile clients and provide tailored financial solutions to meet their needs.
• Deepen client relationships through cross-selling of financial products and services.
• Enhance and retain client profitability by increasing wallet share.
• Ensure portfolio profitability by generating high income per client.
• Acquire new clients through referrals and active networking to contribute to business growth.

Marketing and Business Development:

• Support the development and implementation of marketing plans for new client acquisition in corporate and B2C/B2B segments.
• Execute micro-events and initiatives for client acquisition in collaboration with the Head RM.
• Work closely with internal teams including research, investment, and compliance to deliver accurate and compliant investment solutions.

Financial and Product Expertise:

• Stay up-to-date with industry trends, economic developments, and regulatory changes affecting clients financial positions.
• Ensure profitability of assigned portfolios through strategic investment recommendations.