Relationship Manager/Senior Relationship Manager - BFS

Profile : Relationship Manager / Senior Relationship Manager

Locations : Pune (West) - Delhi/NCR (North) - Bengaluru - Hyderabad - Bhubaneswar - Kolkata - Mumbai (West) - Bhopal

Job Summary :

As a Relationship Manager/Senior Relationship Manager, you will be responsible for providing personalized financial advice and guidance to high net worth individuals. You will play a crucial role in managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction. This is a dynamic role that requires a deep understanding of financial markets, strong analytical skills, and exceptional interpersonal abilities.

Responsibilities :

• Understanding the financial need & risk appetite of the client & recommending suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds, NCD, Structured Products, Equity, AIF, Private Equity, Real Estate, Life insurance, General Insurance etc (We work as an Open Architecture).
• Advising Affluent clients on their Investments across a gamut of wealth products and managing their overall financial portfolio.
• Analyse client portfolios and make necessary suggestions.
• Seek to establish a level of trust and confidence with the client so that any financial need can be addressed and solutions offered.
• Achieving financial goals and maintaining organization brand value.
• Ensure highest levels of customer service and experience to these customers.
• Interact with clients to update them on research calls and advising on asset allocation within their financial portfolio and guide them on their investment.

Qualifications :

• Bachelor's degree in Finance, Economics, or a related field.
• Proven experience as a Wealth Relationship Manager or similar role in the financial services industry.
• Strong knowledge of investment products, financial planning strategies, and wealth management practices.
• Excellent communication and interpersonal skills.
• Ability to build and maintain long-term client relationships.
• Strong analytical and problem-solving abilities.