ROLES & RESPONSIBILITIES:
The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI having AUM 5 CR & below single individual client).
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves 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 organizing seminars, workshops and other business development activities.
Qualifications: An MBA (finance or marketing) Degree holder or focused education in financial planning/wealth management
4+ years of relevant work experience in the financial industry preferred. Wealth Manager for Preferred RM Wealth Desk with good experience in HNI Client Relationship with minimum stability of 2-3 years in each organizations worked so far.
Desired Skill Set:
Ability to inspire trust and confidence in clients
Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being
A thorough understanding of financial markets, their behavior, movements and expectations with respect to market
Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
Excellent oral and written communication skills with clarity of thought, speech and expression
Excellent interpersonal skills
Good Analytical Skills
Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working
Attention to detail