- A Relationship Manager's key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to.

The role of a Relationship Manager includes :

- To Build Assets Under Management (AUM) through various Investment products

- Generate revenue for the firm.

- Build a SIP book.

- Customer Acquisition of a Minimum of 50 Lakhs ticket size & above investable surplus

- Cash Flow analysis & and Portfolio Services

- Execution of transactions post Cash Flow analysis on a periodic basis

- Manage Private Wealth, PMS, and AIF fund-related queries.

- Ensure delivery of various MIS reports as per requirements

- To develop short-term and long-term sales strategies for the Wealth business in line with the overall strategic goals of the organization

- Ensure discipline of asset allocation

- Achieve a balance of revenue streams by selling MF, PMS, AIF, MLD, Unlisted Stocks, and other Investment avenues to build a steady annuity.

- To drive strong client servicing and engagement parameters, enhance market credibility, and deliver a superior value proposition.

- Continuous learning, to be better equipped than our competitors.

- To closely observe, evaluate, and monitor the client positions & portfolio allocations.

- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize miss-selling instances.

- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth

Skills :

- Strong understanding of investment and Wealth products

- Excellent marketing and business development skills

- Detailed understanding of the financial needs of all types of customers

- Ability to manage client expectations and meet tight deadlines.

- Impeccable communication and interpersonal skills are required, as is listening, and understanding a client's requirements.

Experience & Qualifications :

- Candidates from Wealth Sales backgrounds only

- Post Graduate certification required.

- NISM V-A (Compulsory), X-A, X-B (Preferable)

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