The Affluent Client Relationship Manager will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products.
Key Responsibilities
1. Client Acquisition and Relationship Management
- Identify, prospect, and acquire new high-net-worth clients (HNWIs).
- Build, nurture, and sustain long-term relationships with existing clients.
- Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions.
2. Product Knowledge and Sales
- Attain deep expertise in mutual funds and alternative investment products.
- Present and explain product features, benefits, and associated risks to clients effectively.
- Drive cross-selling and upselling initiatives to achieve sales and revenue targets for the assigned region.
Skills and Qualifications
- Educational Background: MBA from a reputed institution
- Certifications: NISM V-A and XXI-A
- Experience: 5-10 years in financial services, preferably in wealth management or sales of investment products
- Solid knowledge of Indian capital markets and financial instruments