Private Wealth Management Specialist

Director / Partner Client Relations

Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune

Job Objective

• To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market / product updates to the clients and making recommendations thereof.
• The Wealth Management division of our client is engaged in providing strong research-backed financial services advisory to the HNI clients and managing their ongoing financial advisory and Portfolio Management needs. The product portfolio includes Mutual funds, Life insurance, Bonds, Structured products, Real estate advisory, Company fixed deposits & Equity Commodity Broking services etc.
• Partner Client Relations are responsible for Identification and acquisition of Institutional clients and manage the overall relationship. Will also be engaged in providing the Treasury solutions, selling of all investments products and also generating business leads for our SME lending business.
• The critical skill sets that this profile requires are a strong local network, Market and Investment product knowledge, ability to interpret market trends, high collaboration, good communication and negotiation skills, target orientation, acquisition experience / expertise and customer centricity.
• The key job is to provide continuous & superior guidance to the team members to focus on (1) Client acquisition (2) Client retention & deepening (3) positioning the brand effectively to attract talent.

Key Result Areas :

To undertake new client acquisition, retention & growth :

To achieve targeted profitability & fee income

To contribute to customer satisfaction initiatives

To ensure policy adherence and documentation

To formulate periodic MIS and track competitor moves and report them periodically

To contribute in skill enhancement

Must Have