Managing Partner at Kairos Consulting, India
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Relationship Manager/Wealth Relationship Manager - Sales - NBFC (5-10 yrs)
Customer segment :
- Includes people who have a minimum investible surplus of 1 Mn USD and can go upto some of the largest families of the country. These will have prominent industrialists, professionals (lawyers, doctors, CAs, CXOs etc,) and will go on to emerging businessmen.
Our Offering :
Open Architecture: Flexibility and choice in terms of product and service offerings from a wide range of products & services other than the regular Banking products :
- Real Estate (residential, land, capital markets)
- Direct Equity
- Investment Banking solutions
- Private Equity including co-investment opportunities
- Structured Products
- Mutual Funds
- PMS
- Fixed Income/Bonds
- Trust Services
- Off shore Funds
- Extensive support from the Investment & Family Office Advisory team to help get a better wallet share of the existing customers by offering complete advisory and investment solution
- Right mix of People/Product/Brand and Platform
- Leadership expertise and joint efforts on client relations
Job Description :
Qualification : Graduate/Post Graduate
Experience : Relevant wealth management experience of minimum 7 to 8 years
Industry : Financial Services, Broking House (Preferably Wealth Management exposure)
Job Summary:
1. Grow the Assets under Advice
2. Achieve the Revenue Targets
3. Client acquisition
Key Responsibilities:
- To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile
- To meet the revenue and product mix targets
- Gateway to any requirement from I-Sec.
- Recommendation of products as per client requirement.
- Manage 40 to 50 clients
- Should generate revenue of 3 - 5 times cost.
- Responsible for initial acquisition of clients & then taking business forward with coordination of HOD.
- Should maintain & continuously develop high end client base.
- To have specialized knowledge on the Private Client Product Suite, Indian Stock Market, Indian Mutual Funds, Diversified nature of Indian Real Estate market, Fixed income and alternate assets classes like Hedge funds, Structured products, HNI: Investment Banking & Estate Planning.
- To continuously track market trends and customer requirements and help the product team in designing new products based on the feedback received
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