Job Description

- The Relationship Manager- PCG is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Roles & Responsibilities :

- Relationship Managers with prior experience working in a Broking/Private bank/wealth management set up.

- Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above.

- Experience of advising clients across asset classes.

- Strong analytical skills and ability to work in teams.

- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 years of stability)

- The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)

- Maintaining client relationships and generate AUM from preferred clients.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- Promote Focus Product of the month

- Maintain records of business on internal software CRM etc.

- Candidate should be able to acquire HNI Clients and able to sell MF, PMS, Structure Products

- Candidate should have minimum experience of around 5years from banking and broking industries and managing bank AUM of HNI Clients.

Desired Skill Set :

- Ability to inspire trust and confidence in clients.

- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.

- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.

- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients

- Good oral and written communication skills with clarity of thought, speech and expression

- Good interpersonal skills

- Good Analytical Skills

General Competencies : Positive attitude, socially effective, high level of perseverance and patience

- Assertive & hard working

- Result oriented

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