Preferred Relationship Manager

Anand Rathi; Kolkata District; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

Anand Rathi Wealth in Kolkata is seeking an experienced Relationship Manager-Wealth to be the primary contact for High Net Worth clients. You will acquire affluent clients, manage and grow their AUM, and design tailored financial plans with the guidance of the CFP team.

The role requires 3–15 years in HNI relationship management within BFSI, MBA/PGDM in Finance/Marketing, and strong analytical and communication skills.

Qualifications

• MBA/PGDM (Finance/Marketing) degree required.
• 3–15 years of experience handling HNI relationships and BFSI exposure.
• Experience in HNI client acquisitions and relationship management.
• Minimum tenure 2–3 years at current/previous employer.

Responsibilities

• Acquire preferred clients (Affluent & Super Affluent).
• Maintain client relationships and generate AUM.
• Advise affluent clients on investments and manage portfolios.
• Deepen wallet from existing clients.
• Research market opportunities to fit client portfolios.
• Coordinate with product and research teams for investment decisions.
• Organize seminars, workshops and business development activities.

Skills

Analytical skills

Teamwork

Communication skills

Sales experience

Education

MBA/PGDM (Finance/Marketing)

CFP (advantage)

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.
• Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
• 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 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.

Job Specifications Required

• Qualifications:
• An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
• Experience Minimum 3-15 yrs 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
• Result oriented