Relationship Manager - Wealth Management

PRP Professional Edge Associates; Maharashtra; On-site; INR 6,75,000 - 9,00,000; Full time

Job summary

A financial services conglomerate is looking for a passionate individual to join their investment advisory team focused on HNI/UHNI clients. The role entails client acquisition, providing tailored investment solutions, and achieving product-wise targets. Candidates should have 4-6 years experience in wealth management and an MBA in Finance or CA. Relevant certifications are a plus. The position offers opportunities for professional growth in a dynamic environment.

Qualifications

• 4-6 years of relevant experience in investment advisory or wealth management.
• Relevant certifications such as RIA level 1 & 2 from SEBI.

Responsibilities

• Review client's financial information and provide investment solutions.
• Acquire new HNI/UHNI/Family office clients.
• Achieve product-wise targets and cross-sell effectively.
• Conduct risk profiling of clients for tailored investment solutions.

Skills

Financial acumen

Customer service

Relationship management

Data analysis

Education

MBA in Finance

CA or equivalent

Job description

About the Organisation

PRP Wealth is a financial services conglomerate with a focus on both fund-based and non-fund-based services. Incepted in 2013 with a vision of creating a remarkable financial institution foraying into Investment Banking, Capital Markets, Merchant Banking, Wealth Management, Fixed Income, Asset Management, Pension Fund Management, Restructuring of Assets & Liabilities, Private Equity and Fund Advisor, PRP is foraying into both the Private Wealth Management space.

We intend to cater to HNI / UHNI & Family office clients.

Trust and long-term commitment form the core of our strategy. We are seeking a highly energetic, self-motivated individual with a passion to create a holistic, relationship-driven wealth management experience for its customers.

Role & Responsibilities

Key responsibilities include:

• Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions, thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.
• Track the HNI / UHNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
• Focus on business development and achieve growth in relationship value, revenues & improve client stickiness
• Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling
• Formulate outbound and inbound sales plans to acquire new HNI/UHNI/Family office Clients for increasing the customer base of the portfolio
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client's risk profile
• To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies:
• Ability to use & analyse data tools related to wealth products
• Benchmarking Peers/ Execution on Key Initiatives/Management
• Discussion/ MIS Review.
• Maintaining external network, i.e. maintaining contact with the customers • Attitude to service clients by providing them with smooth and superior service delivery
• Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organisation • Aptitude towards delivering high-quality customer service with good organisational and interpersonal skills
• Ensure compliance with key regulatory and organisation-level requirements.
• Those who get their existing book or customers will be given preference.

Preferred candidate profile

Preferred Educational Qualifications and Work Experience:

• Up to 4 - 6 years of Relevant experience in Investment Advisory / Wealth management
• MBA in Finance or CA, or equivalent will be given preference.
• Relevant certifications (RIA level 1 & level 2 from SEBI, if successfully passed)