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Wealth Relationship Manager

Wealth Relationship Manager

ConfidentialBengaluru / Bangalore
30+ days ago
Job description

Technical Skills for Business Development

  • Prospect & acquire new client relationships (UHNIs, family offices, corporates) through various channel sources, existing client referrals, cold calling & other client engagement activities.
  • Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc
  • Prepare and interpret information for clients information such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation.
  • Constantly monitor and review client portfolios based on timely analysis of market dynamics.
  • Ensuring regular availability of Research material and inputs to the client.
  • Service existing clients with the support of the client servicing team.
  • A good part of the job is largely tailored around client requirements - this could be a mix of pitching investment ideas / advising with the support of research analysts, and CIO for bespoke requests.
  • Ability to advise clients on their investments and manage their overall financial portfolio, and deepening the wallet from existing clients
  • Have successfully built and generated new business across a large set of client base.
  • Has demonstrated on develop deep and strong client relationships and can maintain a high level of retention

Research & Product Knowledge

  • Should be on top of current affairs, market developments, and should always keep abreast with market knowledge and market intelligence.
  • Should be proficient with knowledge of capital markets as well as third-party products such as MF, PMS, Insurance, etc.
  • Should coordinate with the research team and wealth products team, and advise client basis, intelligent analysis of facts
  • To read, research, and update themselves on available investment opportunities in the market.

    • Compliance

  • Responsible for ensuring all activities are in adherence to per compliance framework
  • NISM Certification

    • Skills Required

    Business Development, current affairs, Cold Calling

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