Affluent Relationship Manager

Veerwal Getwork Services; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Veerwal Getwork Services is seeking a Relationship Manager to grow a client book among Affluent and Super Affluent clients in the BFSI space. You will advise on investments, manage portfolios, and deepen wallet share while coordinating with product and research teams.

The role requires handling HNI clients, maintaining client relationships, and delivering market insights across asset classes to drive AUM growth.

Qualifications

• MBA/PGDM or Finance/Marketing graduate with focus on financial planning/wealth management.
• CFP or similar qualifications are advantageous.

Responsibilities

• Build a strong client book by bringing in existing Affluent & Super Affluent clients.
• Maintain relationships and generate AUM from preferred clients.
• Advise on investments and manage portfolios across asset classes.
• Identify opportunities to deepen wallet share within client base.
• Collaborate with product/research teams for investment decisions.

Skills

HNI Client Handling

Relationship Building

Wealth Management

Cross-Sell

Client Advisory

Market Knowledge

Communication

Education

MBA/PGDM in Finance/Marketing

Graduate in Finance/Marketing

CFP/Financial planning focus (advantage)

Job description

Job Description:

• Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
• Experience of advising clients across all asset classes.
• Experience of Cross Sales PMS , AIF , Mutual Funds .
• Candidates having good vintage in their present as well as previous companies.

ROLES & RESPONSIBILITIES :

• The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition
• To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.

JOB SPECIFICATIONS REQUIRED :

• Qualifications : An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
• Experience : Minimum 4 Years experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set :

• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
• A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
• Good oral and written communication skills with clarity of thought, speech and expression
• Good interpersonal skills
• Good Analytical Skills

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience
• Assertive & hard working