Relationship Manager - IP & Wealth

Job Specifications

Role Designation : Relationship Manager Investment Products

Department : Sales-Investment Products

Function : Sales

Reporting to : Cluster Manager Investment Products / Regional Head Investment Products

Location : Hyderabad

Job Purpose

The Relationship Manager-Wealth 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.

Key Deliverables

1. Acquiring HNI clients (Affluent & Super Affluent)

2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

3. To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.

4. CRM

5. Partner & client meeting.

Role Requirements

o Educational Qualifications : Post Graduate, MBA or Equivalent

o Experience : Minimum 2-3 Yrs of experience in investment products & equity

o Domain Knowledge : Equity & Investment Products

o IT Skills : MS Office