Wealth Manager - Banking (1-3 yrs)

About the Job;

- We are seeking a highly motivated Client Acquisition and Relationship Manager to join our team.

- The role involves acquiring new clients and managing existing ones with the primary objective of expanding our market presence.

- This includes increasing Assets Under Management (AUM) and market share.

- Additionally, you will be responsible for reactivating non-active clients and generating business opportunities.

- The ideal candidate will have a strong external focus, particularly on High Net-Worth Individuals (HNI) and Ultra High Net-Worth Individuals (Ultra HNI) customers.

Key Responsibilities:

- New Client Acquisition and Inactive Client Activation:

- Proactively acquire new clients through networking, referrals, and targeted outreach.

- Reactivate inactive clients (dead folio revivals) to rejuvenate their portfolios and generate new business.

Lead Conversion:

- Follow up on and convert leads provided by the Corporate Acquisition Team into active clients.

Client Management and AUM Growth:

- Build and manage relationships with existing clients to grow their AUM.

- Provide tailored investment solutions to meet clients' financial goals and objectives.

Client and Distribution Servicing:

- Offer comprehensive client servicing and support, ensuring smooth transaction handling for both new and existing clients.

- Actively engage in facilitating transactions and resolving client queries.

Long-Term Relationship Development:

- Develop and nurture long-term relationships with key distributors and potential partners to ensure repeat business and sustained growth.

Market Share Expansion:

- Expand market share by acquiring new clients and enhancing services to existing clients.

- Ensure effective servicing of clients to maintain and grow market presence.

Up-Selling and Cross-Selling:

- Identify opportunities for up-selling and cross-selling across various asset classes to both corporate clients and their promoters.

Cross-Sell Initiatives:

- Drive cross-sell activities to increase product penetration within existing client portfolios.

Corporate Online Account Activation:

- Facilitate the activation of online accounts for corporate clients, ensuring they are set up efficiently and effectively.

Networking and Market Information:

- Actively network with clients, competitors, and distributors to gather valuable market insights and intelligence.

Product Information Dissemination:

- Provide timely and relevant product information to distributors to support their sales efforts.

Market Share Management:

- Monitor and manage market share across clients and distributors in line with organizational targets and requirements.

Compliance Adherence:

- Ensure adherence to organizational and regulatory compliance norms in all client interactions and transactions.

Joint Investor Meetings:

- Participate in joint meetings with distributors to address client needs and provide tailored solutions (as required).

Data Management and Review:

Maintain and regularly review data related to market share and client interactions to assess performance and identify improvement areas.

Operations Coordination:

- Work closely with the Operations team to follow up on pending documents and ensure all necessary paperwork is completed and processed in a timely manner.

Qualifications:

- Bachelor's/Master's degree in Finance, Business, or a related field; advanced degrees or certifications (e. , CFA, CFP) preferred.

- Proven experience in client acquisition and relationship management, preferably in a financial services or investment management environment.

- Strong understanding of financial products, asset management, and market dynamics.

- Excellent communication, negotiation, and interpersonal skills.

- Ability to work independently and as part of a team, with strong organizational and time-management skills.

- Proficiency in CRM systems and other relevant software tools