Manager job description for relationship manager
Wealth management summary:
The relationship manager-wealth is the face of the business and he will be the final point of contact with the client.
(s)he would be responsible for acquiring retail & 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 by giving them right advice and also help them reach their financial goals. being ethical in dealings will be the key while delivering performance.
Relationship managers with prior experience working in a private bank/wealth management set up.
Selling of products: mutual funds, pms, fd’s & bonds, alternative investments.
Handle and manage clients with a minimum investment amount of rs 25 lacs and above.
Experience of advising clients across asset classes.
Strong analytical skills
The relationship manager will be responsible for acquiring preferred clients (retails & affluent)
Maintaining client relationships and generate aum (mutual funds, pms, fd’s & bonds, alternative investments.) from clients.
Advising retail & affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
Track the retail & affluent client segment in the market for new client acquisition.
Undertake regular business development & marketing activities to increase the scope of business and investor base
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with team for taking investment decision for the clients.
Financial services, Mutual funds, Banking, Investments, Insurance
Wealth management, New client acquisition, Mutual funds, Relationship management, Banking