PRP Professional Edge Associates - Relationship Manager - Wealth Management

Job Summary :

In this key role, the incumbent will act as an experienced and trusted representative of PRP to its clients and deliver a range of bespoke services to high-profile and successful HNI's / UHNI's / Family offices through meaningful Product differentiation and Advisory services

Key responsibilities include :

• Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions, thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.
• Track the HNI / UHNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities / financial market trends to determine whether they fit into clients' portfolios.
• Focus on business development and achieve growth in relationship value, revenues & improve client stickiness
• Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling
• Formulate outbound and inbound sales plans to acquire new HNI / UHNI / Family office Clients for increasing the customer base of the portfolio
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client's risk profile
• To provide & maintain, on an ongoing basis, a daily / weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies :
• Ability to use & analyze data tools related to wealth products
• Benchmarking Peers / Execution on Key Initiatives / Management
• Discussion / MIS Review
• Maintaining external network, i.e. maintaining contact with the customers
• Attitude to service clients by providing them with smooth and superior service delivery
• Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization
• Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills
• Ensure compliance with key regulatory and organization-level requirements.
• Those who get their existing book or customers will be given preference.

Qualifications and skills :

(ref : iimjobs.com)