The Relationship Manager will be responsible for acquiring and managing affluent and super-affluent clients, driving investment business, and delivering customized financial solutions. The role focuses on building long-term client relationships and growing Assets Under Management (AUM).
Key Responsibilities:
- Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
- Build and manage a robust portfolio of high-value clients.
- Maintain relationships and grow AUM by cross-selling financial products.
- Provide investment advisory services based on client risk profile and financial goals.
- Track and identify potential clients in the target segment for new business acquisition.
- Stay updated on financial markets, investment products, and industry trends.
- Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
- Conduct and support seminars, workshops, and other business development initiatives.
- Deepen client engagement to increase wallet share and overall portfolio value.
Products Handled:
- Mutual Funds
- SIPs (Systematic Investment Plans)
- Demat Accounts
- PMS
- Insurance
- CASA Experience can consider if have
Requirements:
- Proven experience in wealth management, banking, or financial services.
- Strong client acquisition and relationship management skills.
- Experience handling affluent or high-net-worth individuals (HNI clients preferred).
- Good understanding of financial products like Mutual Funds, Insurance, and Equity/Demat.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to generate leads and convert prospects into long-term clients.
- Market awareness and analytical ability to advise clients effectively.
Compensation & Benefits:
Salary hike as per current CTC and market standards
Opportunity to manage high-value client portfolios