Preferred RM

Role Overview:

The Relationship Manager – Wealth will serve as the final and most critical point of client interaction. The role requires acquiring and managing High Net Worth (HNW) client relationships, offering them customized investment solutions across asset classes, and ensuring superior service delivery. The ideal candidate will build deep and lasting relationships by understanding client needs and providing them with expert financial guidance.

Key Responsibilities:

• Client Acquisition & Onboarding:
• Acquire and onboard preferred clients (Affluent & Super Affluent) with an investment corpus of ₹1 Cr and above.
• Portfolio Management:
• Manage and grow client AUM through a mix of Mutual Funds, PMS, Structured Products, and other wealth management offerings.
• Investment Advisory:
• Advise clients on investments across multiple asset classes based on risk profile and investment goals.
• Relationship Deepening:
• Strengthen existing client relationships by offering tailored financial solutions and cross-selling relevant products.
• Market Intelligence & Research:
• Keep abreast of financial market trends and investment products; liaise with the Centralized CFP/Research Team for customized client strategies.
• Business Development:
• Identify and pursue new business opportunities via market mapping, referrals, and business events.
• Client Engagement:
• Organize and participate in seminars, workshops, and other client engagement initiatives.

Candidate Requirements:

• Prior experience in Wealth Management/Private Banking roles.
• Sound understanding of financial products like Mutual Funds, PMS, and Structured Products.
• Proven track record of managing HNW clients (₹1 Cr+ portfolios).
• Strong analytical and advisory skills; ability to formulate and implement investment strategies.
• Excellent interpersonal skills with an ability to manage long-term client relationships.
• Stable employment history: Minimum 3–4 years of consistent experience in previous roles.