AVP/VP/Partner - Wealth Management - NBFC

Talengage; India; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Talengage is seeking a Relationship Manager for Wealth to be the main client contact and drive high net worth relationships. You will design financial plans and ensure delivery of best-in-class service to affluent clients.

The role focuses on acquiring preferred clients, growing AUM across mutual funds, PMS and structured products, and coordinating with product teams to tailor investment opportunities.

Qualifications

• Relationship managers with prior experience in Private Bank/Wealth Management.
• Selling of Mutual Funds, PMS, Structured Products.
• Experience advising clients across asset classes.
• Strong analytical skills and ability to work in teams.

Responsibilities

• Acquire preferred clients (Affluent & Super Affluent).
• Maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
• Advise Affluent & Super Affluent clients on their investments and manage their financial portfolios.
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
• Research, investigate and update themselves on investment opportunities/trends to fit client portfolios.
• Coordinate with product and research team for investment decisions for the clients.
• Conduct and assist in organizing seminars, workshops and other business development activities.

Skills

Relationship management

Client acquisition

Wealth management

Financial analysis

Job description

SUMMARY:

- The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES:

• - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
• - Selling of products : Mutual Funds, PMS, Structured Products etc
• - Handle and manage clients.
• - Experience of advising clients across asset classes.
• - Strong analytical skills and ability to work in teams.
• - Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)

ROLES & RESPONSIBILITIES:

• - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
• - Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
• - Advising Affluent & Super 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 themselves 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. .