Relationship Manager - Wealth Management Services (3-7 yrs)

We are seeking a dynamic and result-driven Relationship Manager to join our wealth management team. The ideal candidate should have a strong background in financial advisory, with the ability to acquire and manage a portfolio of High Net-Worth Individuals (HNIs). The role involves direct sales and a consultative approach to promoting investment products tailored to client needs.

Key Responsibilities:

- Acquire and manage a quality HNI client base through networking, database mining, and market intelligence.

- Leverage existing relationships and local market knowledge to build a sustainable client portfolio.

- Promote the Focus Product of the Month and other strategic offerings.

- Sell and advise on various investment products including Mutual Funds, Insurance, PMS, and Structured Products.

- Manage and grow AUM from an existing client base; target of - 12-15 Cr AUM with a minimum of - 5-6 Cr in equity.

- Handle a minimum of 25-30 active client relationships effectively.

- Ensure customer satisfaction through consistent engagement and financial advisory.

Functional & Technical Skills:

- Strong knowledge of the capital markets and wealth management products.

- Experience in managing bank-based AUM of HNI clients.

- Expertise in portfolio management and financial planning.

- Familiarity with regulatory and compliance aspects of investment advisory.

Behavioral Competencies:

- Go-getter attitude with a focus on achieving results.

- Strong relationship-building and customer engagement skills.

- Client-centric approach with a high level of responsiveness.

Preferred Industry Background: Banking, Financial Services, and Broking Firms