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 (Current Account & Savings Account)
Requirement:
* 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.
Interested candidates can apply now. (Call /WhatsApp)