We are looking for an experienced candidate; Client Relationship Manager for our Wealth Management department with 2+ years of experience in client relationship management, meetings, business development, and revenue generation. Candidates must have experience in acquiring and managing client's portfolios and investments.
Role Overview
We are looking for an enthusiastic and driven Investment Relationship Manager to join our growing family in Vadodara! In this energetic role, you will be the face of Primeidea Ventures for our clients, guiding them through their wealth creation journey. You will play a pivotal role in expanding our client base, gathering assets, and managing core investment products like Mutual Funds and SIPs. If you are deeply passionate about personal finance and love building meaningful client relationships, we would be thrilled to welcome you to our team!
Key Responsibilities
● Drive Client Acquisition: Actively source and onboard new clients with benchmark assets, expanding the firm’s reach and building a robust pipeline.
● Grow the SIP Book:
Take charge of increasing the total assigned Systematic Investment Plan (SIP) book by engaging closely with both allocated and newly acquired clients.
● Expand Assets Under Management (AUM): Successfully gather assets from existing and new relationships, strategically adding to the overall AUM of the branch.
● Deepen Client Penetration: Increase the total basket of clients who have an active AUM with the firm by identifying cross-selling opportunities across our specialized product list.
● Achieve Branch Targets: Proactively contribute to the business targets assigned to the Vadodara branch in terms of AUM, SIP book size, and client acquisition metrics.
● Deliver Service Excellence: Ensure the absolute highest level of personalized service to our clients, enhancing and upgrading client relationships through regular interactions and trust building.
Pay: ₹250,000.00 - ₹400,000.00 per year
Benefits:
- Cell phone reimbursement
- Commuter assistance
- Health insurance
- Internet reimbursement
- Life insurance
- Paid sick time
Work Location: In person
📌 Sr. Relationship Manager (India)
🏢 PrimeIdea Ventures
📍 India
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