Relationship Manager - Wealth Management

Job Description

Welcome to Oceano Apex, where we elevate wealth management through our comprehensive office solutions. Our unmatched forecasting capabilities span across diverse asset classes, allowing us to deliver insightful and forward-thinking advice. By focusing on future trends and emerging opportunities, we strive to enhance your financial performance and secure a prosperous future for you and your family. Our passion goes beyond managing wealth. we aim to enrich lives by taking the complexity out of wealth management, enabling our clients to focus on what truly matters to them Key Responsibilities:1. Develop and execute strategic initiatives to achieve business objectives. Translate company goals into actionable operational plans for the team.2. Monitor performance metrics and key performance indicators (KPIs) to ensure goals are met.3. Lead, mentor, and manage a team to achieve high levels of performance and accountability.4. Identify skill gaps within the team and facilitate training and development programs to bridge those gaps.5.Conduct regular performance reviews and provide feedback for continuous improvement.6.Build and maintain strong, long-term relationships with clients to foster loyalty and repeat business.7.Work closely with clients to understand their business needs and ensure that our products/services meet their expectations.8.Conduct market research to identify emerging trends, customer preferences, and competitive landscapes. 9.Identify new business opportunities and partnerships that align with the company's goals.10.Work closely with the sales and marketing teams to drive lead generation, acquisition, and revenue growth.11. Track team’s financial performance in line with revenue goals and profitability targets. Qualifications & Skills:Bachelor’s degree in Business Administration, Marketing, Finance, or a related field.Minimum of 7 years of experience in a leadership role, with a proven track record in strategic management and team development.Strong understanding of business development, client management, and market analysis.Excellent leadership and interpersonal skills, with the ability to motivate and guide a team.Strong problem-solving skills and the ability to make data-driven decisions.Proficiency in CRM software, project management tools, and Microsoft Office Suite.Strong financial acumen and ability to manage budgets and financial plans.Key Competencies:Strategic thinking and operational efficiencyStrong leadership and team-building abilitiesEffective communication and relationship management skillsAnalytical mindset with a focus on data-driven decision-makingExcellent time management and prioritization skillsAdaptability and problem-solving capabilities in a fast-paced environment. Job Type: Full-time Pay: ₹30,000.00 - ₹40,000.00 per month Benefits: Flexible schedule Paid sick time Paid time off Schedule: Day shift Monday to Friday Supplemental Pay: Commission pay Performance bonus Quarterly bonus Yearly bonus Application Question(s): How many years of work experience do you have? Work Location: In person