We are looking for a customer-focused Relationship Manager with experience in Wealth Management / Personal Finance to manage client relationships, support investment and financial planning needs, and acquire and onboard new clients.
Key Responsibilities
- Manage new client acquisition and ensure a seamless onboarding experience.
- Manage day-to-day client financial and non-financial transactions.
- Conduct periodic client touch-base calls and review meetings.
- Review clients' investments, insurance portfolio, and financial goals to support financial planning discussions.
- Identify opportunities for upselling and cross-selling based on clients' financial needs.
- Seek client referrals and reviews.
- Resolve client queries and grievances in a timely and professional manner.
- Coordinate with internal teams for timely execution of client requests and transactions.
- Maintain accurate client records and documentation.
- Ensure compliance with company policies and internal processes.
Key Performance Indicators (KPIs)
- Number of New Clients Acquired
- Client Conversion Ratio
- Long-Term Sales Value
- Timely and Accurate Execution of Client Transactions