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).
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Key Responsibilities
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* Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
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* Build and manage a strong portfolio of high-value clients.
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* Maintain relationships and grow AUM by cross-selling financial products.
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* Provide investment advisory services based on client risk profile and financial goals.
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* Track and identify potential clients in the target segment for current business acquisition.
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* Stay updated on financial markets, investment products, and industry trends.
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* Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
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* Conduct and support seminars, workshops,
and other business development initiatives.
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* Deepen client engagement to increase wallet share and overall portfolio value.
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Products Handled:
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* Mutual Funds
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* SIPs (Systematic Investment Plans)
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* Demat Accounts
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* PMS
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* Insurance
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* CASA (Current Account & Savings Account)
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Requirement:
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* Proven experience in wealth management, banking, or financial services.
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* Strong client acquisition and relationship management skills.
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* Experience handling affluent or high-net-worth individuals (HNI clients preferred).
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* Good understanding of financial products like Mutual Funds, Insurance, and Equity/Demat.
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* Excellent communication, negotiation, and interpersonal skills.
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* Ability to generate leads and convert prospects into long-term clients.
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* Market awareness and analytical ability to advise clients effectively.
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Interested candidates can apply now. (Call /WhatsApp)