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Job Description
The Relationship Manager acts as the primary point of contact for affluent and HNW clients, delivering tailored wealth management, investment, and banking solutions while meeting business growth and revenue targets.
Role & responsibilities
- Client Portfolio Management: Build, nurture, and retain long-term relationships with high-net-worth individuals. [1, 2]
- Financial Advisory & Planning: Assess clients' financial goals, risk appetite, and investment needs to recommend suitable products (mutual funds, insurance, fixed deposits, CASA, and structured investments). [1]
- Cross-Selling & Revenue Generation: Increase product holding per customer and achieve monthly/annual operating plans, CASA build-ups, and sales targets. [1]
- Client Acquisition: Hunt and onboard new HNW/affluent clients through networking, market intelligence, and branch walk-ins. [1]
- Service & Compliance: Ensure high Net Promoter Score (NPS) benchmarks, quick query/complaint resolution, and strict adherence to internal and regulatory compliance policies. [1]
Skills
InvestmentWealth ManagementRMInvestment BankingManagementAcquisitionFinancial AdvisoryInvestmentsSellingWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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