About the role
Cluster/Senior/RM - Wealth Management (Ahmedabad and Baroda)
Experience: 7+ Years
Mode: WFO- 5.5 days
Location: Ahmedabad and Baroda
Job Purpose:
The Senior Relationship Manager - Wealth is responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. This role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The role encompasses Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, Business Analytics, and Financial Analyst responsibilities.
Responsibilities:
- Client Acquisition and Relationship Management:
- Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery.
- Acquisition and handling of a group of HNI (High Net Worth Exclusive) Clients.
- Deepen the relationship by cross-selling to mapped broking clients and services according to customer needs.
- Ensure profitability of the portfolio by generating high Income per Customer.
- Marketing and Business Development:
- Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space.
- Acquire new accounts from group collaborations and execute successful micro-events for the acquisition of new clients.
- Collaborate within the internal teams to ensure the delivery of accurate and compliant investment solutions to clients.
- Financial and Product Expertise:
- Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.