Website 2SR Innovations
Job Specifications:
Role Designation: Relationship Manager
Department: Private Wealth Management
Function: Sales
Reporting to: Cluster Head
Location: Bangalore, Hyderabad, Chennai, Mumbai
Job Purpose:
Responsible for acquiring new to the firm clients, revenue generation, and maintenance of relationships with HNI/UHNI and corporate clients, and offering wealth advisory services. Need to ensure growth of AUM or book size.
Key Deliverables:
Critical:
– Analyse financial information obtained from clients to determine strategies for meeting clients financial objectives.
– Monitor financial market trends to ensure that client plans are responsive.
– Must ensure the growth of AUM or Book Size.
– Responsible for achieving targets based on acquisition and revenue generation through investment products.
– Responsible for business development through acquisition of high net-worth clients.
– Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
Routine:
– Analyse client portfolios and make necessary suggestions.
– Recommend financial products.
– Responsible for identifying customer needs and assessing their risk appetite.
– Provide regular updates to the immediate superior as and when required.
– Create and enforce plans that will help meet the needs of the customer.
Role Requirements:
Educational Qualifications: Graduation or Post Graduation in any discipline.
Experience: 13+ Years of Wealth Management experience in the industry. Must be from Wealth Platform or banking background.
Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform.
IT Skills: MS Office, MS Excel, AMFI, IRDA (Certification)
To apply for this job please visit www.iimjobs.com.
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