Partner at Shoolin Services Group
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Manager - Wealth Relationship - Bank (3-8 yrs)
Wealth Relationship Manager (HNI/Ultra HNI Clients)
Key Responsibility Areas (indicative) :
1. The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI).
2. Maintaining client relationships and generate AUM from preferred clients.
3. Counsel HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
4. Track the HNI/Ultra HNI segment in the market for new client acquisition.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
5. Tracking deals in the unlisted space & to develop an ecosystem around these deals.
6. Act as the primary point of contact and overall relationship manager for those clients.
- Support the client wherever possible be the first port of call for those clients.
- Deepen relationships with existing clients
Prerequisites :
- Business acumen
- Result oriented
- Customer orientation
- Solution oriented
- Good communication skills
- Eye for detail
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