Principal Consultant at Vitasta Consulting Pvt. Ltd
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Relationship Manager/Private Banker - Mutual Fund/Equity/Wealth Management (6-9 yrs)
Job Title: Relationship Manager - Private Client Group
Location: Chennai (3 openings)
Experience: 6 to 7 years post qualification and relevant experience
Qualification: Post Graduate (Marketing/ Finance) (Full time from reputed institute)
Age: 34-35
Nature of experience: Direct selling experience of financial products by identifying their needs, risk taking ability and thereby devise a customized investable plan.
Job Responsibilities / Accountabilities:
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. Will be primarily responsible for identifying, and souring clients in equity broking.
4. Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on.
5. Responsible for achieving targets as assigned by the organization on a monthly basis.
6. Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.
7. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
8. Provide regular updates to the immediate superior as and when required.
Technical Competencies:
Good understanding of Financial products equity, Mutual Funds, Bonds, PMS & Structured products in a mix. Asset products - such as working capital loans, term loans, LAP, AL, HL, LAS.
Behavioral Competencies:
- Communication & Presentation skills
- Networking & Relationship Management
- Self-starter
- Never Give up attitude
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