The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
Pre-Requisites: -
Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
Selling of products: Mutual Funds, PMS, Structured Products.
Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
Experience of advising clients across asset classes.
Strong analytical skills and ability to work in teams.
Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)
Roles & Responsibilities: -
The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client 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 client's 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.
In case there are any further questions feel free to reach out on or WhatsApp on .
Read LessProvide fundamental support in all phases of client service, client relationship building
and account maintenance to assist the business activities of Relationship Managers
Assisting Sales on Service queries and resolution of Investor and distribution queries
Processing client KYC in mutual funds for resident Individual, NRI and company
accounts
Documenting PMS, AIF and Bonds application of client
Processing Broker code change, Bank Mandate in client Mutual Fund Investment
Maintaining and publishing productivity report at Unit Level
Identifying gaps and ensuring it closure
Providing services to Preferred Clients in mutual fund, Market
Linked Debentures and other Investment products
Assisting RMs in Signing on new clients and helping them through onboarding process
Maintaining, Publishing and Reporting Unit level business data with revenue
Cross-training existing employees to maximize team agility and performance.
Assisting the team in Onboarding and Exit Formalities
Read LessChannel Support Manager
Manage day-to-day operations for channel partners over calls and emails, including account opening, modification, DRF settlement, banking, issue resolution, and escalationsAct as the primary point of contact for channel partners, providing timely and effective communication on updates, changes, and support issues.Track and analyze key performance metrics related to channel operations; identify trends and areas for improvement. Read Less