Recruitment & HR Support at Team Ace HR LLP
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Relationship Manager - Wealth Management - Bank (10-13 yrs)
Job Specifications
Role Designation: Relationship Manager Department: Wealth Management
Function: Sales Company: MOPW
Reporting to: Cluster Head Location: Bglr/Hyd/Chennai/Kolkata
Job Purpose
Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
Key Deliverables
1) Critical
- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
2) Routine
- Analyse client portfolios and make necessary suggestions.
- Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite
- Provide regular updates to the immediate superior as and when required
- Create and enforce plans that will help meet the needs of the customer.
Role Requirements
Educational Qualifications: Graduation / Post Graduation in any discipline
Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform
IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)Job Specifications
