Planning and achieving self and team sales targets through the defined Wealth Management products.
The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI) (having min AUM of Rs 5 Cr & above clients).
Maintaining client relationships and generate AUM from Preferred clients.
Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferred's advisory approach
To learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios through the various notes shared by product team.
Fulfilling the compliance standards in Financial Planning,
Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process.
Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.
To conduct and assist in organizing seminars, workshops and other business development activities.
As discussed, please find the JD for Account managers-
- Assisting the Wealth RM
- Servicing the clients
- Preparing reports to be shared with clients
- Coordination with the AMCs for processing the transactions
- Business Development:
- Generating leads,
Facilitating meetings with prospects through both cold calling and referencing