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Relationship Manager OR WEALTH MANAGEMENT

Keywords / Skills : MS Office, Ms Excel, Power Point, MIS, ERP, CRM, People soft

2 - 6 years
Posted: 2019-04-26

Banking/Accounting/Financial Services
Banking, Insurance & Financial Services
Investment Banking
Relationship Manager
Any graduate
Posted On
26th Apr 2019
Job Description
• To acquire new HNI clients (Indian & foreigner)and pursue leads and prospecting.

• Use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals.

• Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.

• Organizing customer meets / workshops involving presentations in corporates.

• Monitoring the portfolio of clients and rebalancing on need basis and suggesting entry and exit strategy for the investors.

• Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Insurance, Real estate, etc).

• Co-owning the AUM and Revenue targets of the company.

• Coordinating with multiple teams to ensure implementation of investments plan.

• Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls.

• Resolution of queries for all managed clients. 


• Excellent communication and listening skills.

• Confidence and Presentation skills.

• Understanding and interest in financial / banking products and markets.

• Ability to analyze and research information.

• Ability to explain complex information clearly

Salary Range 25 -50k per month


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