Head Relationship Manager

We are seeking highly energetic, self-motivated individuals with a passion for creating holistic, technology-driven wealth management experiences for our customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders.

You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate strong relationship-building skills with both internal departments and external parties.

Key Responsibilities of the role holder :

A fantastic opportunity has arisen for an ambitious and experienced professional to jump-start business development and client acquisition for our Client. In this key role, the incumbent will act as an experienced and trusted representative of our Client to its clients and deliver a range of bespoke services to high-profile and successful HNWs and UHNWs 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 / Ultra HNI 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, and 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 Clients to increase the customer base of the portfolio
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
• To provide & maintain, on an ongoing basis, a daily / weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance.

Skills and Competencies :

Skills Required

Business Development, Outbound Sales, Risk Management, Client Management, Decision Making Skills