Relationship Manager

Responsibilities

• Acquire, build, and maintain strong relationships with high-net-worth individuals to understand financial goals
• Demonstrate expertise in wealth management products including Debentures, AIFs, PMS, MFs, Insurance, and corporate bonds
• Educate clients on product features, benefits, and associated risks
• Identify new business opportunities and generate leads through networking and referrals
• Drive business growth through effective cross-selling of wealth management services
• Achieve revenue targets and contribute to private wealth management business growth
• Conduct thorough due diligence on investment products and providers to mitigate risks
• Maintain accurate records of client interactions and transactions in compliance with standards
• Organize and assist in seminars, workshops, and other business development activities

Requirements

• Graduate or Master’s Degree in finance, business administration, or a related field
• Minimum of 3 years of proven track record managing relationships with high-net-worth individuals
• Prior experience working in a Private Bank or Wealth Management setup
• Strong understanding of wealth management products such as Debentures, AIFs, and PMS
• Proven track record of achieving sales targets and incentives
• Excellent communication, presentation, and negotiation skills
• Ability to work independently and as part of a team in a fast-paced environment

Preferred Qualifications

• Relevant regulatory certifications such as AMFI or NISM