Systematix Group - Relationship Manager

Systematix GroupAhmedabad, India

1 day ago

Job description

About the Company :

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management.
With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors.
We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

Business : Wealth Management.

Role : Relationship Manager Wealth Management.

Experience : 10+ years.

Location : Mumbai, Delhi, Bangalore, Kolkata, Ahmedabad & Indore.

About the Role :

As a Wealth Relationship Manager, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience.

The role's primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across Financial Products.

You will be responsible for understanding clients' financial goals, designing customized portfolios, and ensuring superior client servicing.

By maintaining high standards of compliance, building long-term trust, and staying updated on market trends, you will help clients make informed investment decisions that optimize returns-while contributing to the continued growth and reputation of our organization.

Key Responsibilities :

Identify, prospect, and acquire new client relationships (UHNI / HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives.

Overall new AUM growth in line with the objective laid down by the company.

Managing individual revenue budget.

Advise clients on portfolio construction by offering a range of investment solutions across asset classes.

Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to align with desired asset allocation.

Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence.

Continuously monitor and review client portfolios, leveraging timely analysis of market trends and dynamics.

Ensure clients have regular access to relevant research material and market insights.

Service and support existing clients in collaboration with the client servicing team.

Customize investment pitches and advisory solutions in line with client requirements.

Advise clients on their investments, manage their overall financial portfolio, and increase share of wallet from existing relationships.

Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc.

Proven ability to build deep, long-term client relationships with a strong track record of client retention.

Education & Certifications :

MBA (Finance), CA, or relevant postgraduate degree from a reputed institute.

Knowledge of Financial products & Capital markets is essential.

Compliance - Responsible to ensure all activities are in adherence as per Compliance framework. NISM Certification.

(ref : iimjobs.com)

Create a job alert for this search

Relationship Manager • Ahmedabad, India

Related jobs

Promoted

Relationship Manager

ConfidentialAhmedabad, India

Function Related Activities / Key Responsibilities.RM - Sales Professionals are responsible to focus on face to face sales closures using daily. Services (Subscription based Model) and the value addit...Show moreLast updated: 30+ days ago

Promoted

Branch Relationship Lead

ConfidentialAhmedabad

Team Leadership : Lead, mentor, and coach the relationship banking team to achieve individual and team targets.Provide guidance on relationship management techniques and customer service standards.C...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager - Retail branch banking

ConfidentialAhmedabad

Customer Relationship Management.Manage banking and investment relationships with Yes Premia clients.Drive overall growth in liabilities and investment business from branch / retail customers.Develop...Show moreLast updated: 30+ days ago

Promoted

Senior Investment Advisor - HNWI & Private Capital Relations

Friendly Franchisees Corporation / Silver Star Real Estate LLCGandhinagar, IN

Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a well-connected and relationship-driven.Senior Investment Liaison – HNWI & Private Capital Relations.We are seeking a we...Show moreLast updated: 30+ days ago

Promoted

Business Risk Manager (Technology)

RevolutGandhinagar, IN

People deserve more from their money.More visibility, more control, and more freedom.Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, ...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager - RBL Bank

ConfidentialAhmedabad

Achieve personal and business unit goals by implementing a variety of.Relationship deepening technique and new business acquisition activities. Acquiring and managing Resident and NRI clients.Collab...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager - Banks and NDs

ConfidentialAhmedabad

To execute marketing and business development strategies within the assigned region, with a strong focus on increasing Assets Under Management (AUM), driving investor engagement, and managing distr...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager-Banca

ConfidentialAhmedabad

We are seeking a highly motivated and relationship-driven.This pivotal role is responsible for driving sales targets directly through bank branches by effectively selling the company's products, pr...Show moreLast updated: 30+ days ago

Promoted

Chief Relationship Officer

Vetina IndiaGandhinagar, IN

Promoted

Relationship Manager - Large / Mid Corporate

InvoicemartAhmedabad, India

We have an opportunity for Relationship Manager & Client Relationship Manager - at Ahmedabad & Pune location with INVOICEMART - A. TREDS Limited (a group company of Axis Bank) is a national lev...Show moreLast updated: 30+ days ago

Promoted

Business Risk Manager (Savings)

RevolutGandhinagar, IN

Promoted

Preferred Relationship Manager

Anand Rathi Share and Stock Brokers LtdAhmedabad, Gujarat, India

The Preferred Relationship Manager-Preferred 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 Ne...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager – Life & General Insurance

CharyasAhmedabad, Gujarat, India

Relationship Manager – Life & General Insurance (Agency Leadership Track).India’s next transformation won’t be built only through infrastructure it will be built through financial resilience.At Cha...Show moreLast updated: 10 days ago

Promoted

Relationship Manager- MIB

YES BANKAhmedabad, Gujarat, India

The role holder is responsible for acquisition of New to–Bank Business Banking MSME relationships through the.CRM and Knowledge Banking approach. The role holder is also responsible for building Ass...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager - Bank & Wealth Channel - Asset Management Firm

DSP Eminence Consulting ServicesAhmedabad, India

Responsible for building & maintain relationships with assigned Banks & Wealth partners to enable business growth in products like Mutual Funds, PMS, AIF & Passive Funds Show moreLast updated: 30+ days ago

Promoted

Manager- SACCR / Counterparty Credit Risk

EvalueserveAhmedabad, IN

Elevate Your Impact Through Innovation and Learning.Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 50...Show moreLast updated: 3 days ago

Promoted

Manager - Investor Relations & Corporate Development

PazagoAnand, IN

Pazago transforms the export experience, making each export order faster, more efficient, and stress-free.With streamlined processes and complete visibility, exporters save time, cut costs, and gai...Show moreLast updated: 21 days ago

Promoted

Business Development Manager - Cybersecurity & IT Risk

Timus Consulting ServicesGandhinagar, IN

Business Development Manager - Cybersecurity & IT Risk.The ideal candidate will have strong knowledge of cybersecurity solutions, IT risk management, and compliance frameworks, and will be responsi...Show moreLast updated: 1 day ago