Relationship Manager

1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

3. Cross Selling of other financial products – like MF and Structured products

4. Will be responsible for primarily selling Equity based investment products.

5. Responsible for achieving targets as assigned by the organization on a monthly basis

Preferred Candidate Profile:

• Candidates from Banking, Wealth Management, Broking, NBFCs, or Financial Services backgrounds.
• Minimum 10+ years of experience in Wealth Management / Relationship Management.
• Proven track record of managing a strong AUM (Assets Under Management).
• Stable career history with consistent tenure in previous organizations.
• Strong client acquisition, portfolio management, and relationship management skills.
• Experience in selling wealth products such as Mutual Funds, PMS, AIF, Bonds, Insurance, and Structured Products will be preferred.