Senior Relationship Manager

About Our Client:

Roles & Responsibilities

• Onboarding, Handling and Managing HNI / Ultra HNI clients.
• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
• Aiming for consistent growth of customer wallet share and book size.
• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
• Constantly review client portfolios and give a birds’ eye view.
• Ability to work in partnership with Federal Bank and drive leads & AUM.
• Service existing clients with the support of client servicing team.
• Adherence to all regulatory, statutory, and corporate compliance standards.
  

Requirements And Qualifications

• 8+ years of experience in Wealth Management space.
• Must have completed MBA from a premier business school.
• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE) & markets.
• English is mandatory and command on local language would be beneficial.
• Ability to work in tandem with our channel partner and generate leads & business.
• Good communication and presentation skills.