Role: Relationship Manager
Role Requirement:
• 8+ yrs 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 etc.) & 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
Candidate shall be responsible for:
• 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 standard