The Relationship Manager-Wealth is the ultimate face of the business as (S)he is going to be the final point of contact with the client. (S)He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)He would be expected to establish strong ties with them by designing & implementing their financial plans, and then by ensuring that they receive and execute on the right advice.
PRE-REQUISITES: -
- Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.
- Handle and manage clients with a minimum investment amount of Rs 50 Lakhs and above.
- Experience in advising clients across all asset classes.
- Candidates having good vintage in their present as well as previous companies.
ROLES & RESPONSIBILITIES: -
- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
- Maintaining client relationships and generating AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio, and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organising seminars,
workshops and other business development activities.
JOB SPECIFICATIONS REQUIRED
Qualifications
An MBA/PGDM or Graduate (Finance/Marketing) Degree holder, or with focused education in Financial planning/Wealth Management. Other qualifications, like CFP, will be an advantage.
Experience
Minimum 3 years of experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from the BFSI sector, with good business/market knowledge and having experience in handling HNI Client Acquisitions, Relationship Management & service.
Desired Skill Set
- Ability to inspire trust and confidence in clients.
- Ability to engage clients in meaningful conversations about their finances and take an active interest in their financial well-being.
- A thorough understanding of financial markets, their behaviour, movements and expectations with respect to the market.
- Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients, thus generating insights for clients
- Good oral and written communication skills with clarity of thought, speech and expression
- Good interpersonal skills
- Positive Analytical Skills
General Competencies
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive & hard working
- Result-oriented
- Strong analytical skills and ability to work in teams.
Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.