Senior Relationship Manager Relationship Manager withLeading Financial Services - Pune, India - Riverforest Connections Private Limited

Description

JobPurpose

The purpose of the job is to beresponsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding of financial markets investmentproducts and a commitment to delivering exceptional client service.The person will also be responsible for Business DevelopmentPortfolio Performance Analysis Portfolio Modelling PortfolioManagement and Business Analytics Financial Analyst WealthManagement

Client Acquisition andRelationshipManagement:

• Address HNI clientsfor investment requirements through exclusive product bouquet andsuperior and seamless service delivery to assist the client inachieving his shortterm and longterm investment goals via properprofiling and offering of Debt products Structures Equities MFs andFundbased Real Estate products and other Investmentproducts.
• Acquisition and handling a groupof HNI (High Net Worth Exclusive)Clients.
• Profiling Customers and providingfinancial products to meet customerneeds.
• Deepen the relationship by Crossselling to mapped broking clients and Services according toCustomer Needs.
• To Enhance & Retain customerprofitability by capturing a larger share ofWallet.
• Ensure profitability of theportfolio: Generate high Income perCustomer.
• Acquire new customers who meetproduct criteria throughcrossreferral.
• Actively network and seekreferrals to expand the client base and contribute to businessgrowth targets.

Marketing and BusinessDevelopment:

• Assisting thedevelopment and implementation of marketing plans for acquiring newcustomers in the corporate space and formulating acquisitioninitiatives.
• This role is to acquire B2C orB2B clientele & build a portfoliothereon.
• Acquisition Assist Head RM inexecuting successful microevents for the acquisition of newclients.
• Acquire new accounts from thegroup Collaborate within the internal teams including researchinvestment and compliance to ensure the delivery of accurate andcompliant investment solutions toclients.

Financial andProduct Expertise:

• Ensure profitabilityof the portfolio: Generate high Income perCustomer.
• Stay uptodate with industrytrends economic developments and regulatory changes that couldimpact clients financialpositions.

MinimumDegree: Postgraduate/ Graduate

MinimumExperience 36 years ofExperience

HNI,CrossSelling,wealth relationship manager,relationship manager,businessdevelopment,sales,Acquisition,portfoliomanagement