Senior Relationship Manager

Role & responsibilities

• Identify and develop new business opportunities in financial products and investment solutions.
• Acquire and manage relationships with HNIs, affluent investors and prospective clients.
• Promote and facilitate investments in AIFs, Bonds, Mutual Funds and other financial products.
• Build and maintain strong relationships with existing clients.
• Generate business leads through networking, referrals and market development.
• Understand client investment requirements and coordinate with relevant product providers.
• Achieve business development and revenue targets.
• Stay updated on financial markets, investment products and industry developments.

Preferred candidate profile

• Graduate / Postgraduate in Commerce, Finance, Business Administration or related fields.
• Prior experience in wealth management, financial services, investment distribution, stockbroking or banking.
• Practical knowledge of Mutual Funds, Bonds, AIFs and other investment products.
• Strong networking, communication and client relationship management skills.
• Ability to independently generate business and develop a client base.
• Result-oriented approach with a strong focus on business growth.

Perks and benefits

• Attractive Salary Package
• Lucrative Business Development Incentives
• Career Growth & Leadership Opportunities
• Exposure to AIFs, Bonds, Mutual Funds and Diverse Investment Products
• Opportunity to Work with HNI and Affluent Clients
• Professional Learning and Development
• Dynamic and Entrepreneurial Work Environment
• Recognition and Rewards for Performance
• Long-Term Career Growth Opportunities