Senior Relationship Manager

Building Services Design & Energy Institute - MEPa2z; Bengaluru; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z in Bengaluru, Karnataka, seeks a Senior Relationship Manager to lead client relationships in wealth management and drive business growth. You will mentor a team of relationship managers, implement performance management strategies, and oversee P&L to ensure profitability and client satisfaction.

The ideal candidate has extensive wealth management experience, strong leadership, and excellent financial analysis and communication skills, enabling

Qualifications

• Extensive experience in wealth management and client relationship management.
• Strong leadership and team management skills.
• Excellent performance management capabilities.
• Proficient in P&L management and financial analysis.

Responsibilities

• Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
• Lead and mentor a team of relationship managers, fostering a collaborative and high-performance culture.
• Develop and implement performance management strategies to ensure team objectives are met.
• Oversee P&L management, ensuring profitability and sustainability of client accounts.
• Stay updated on market trends and regulatory changes to provide informed advice to clients.
• Collaborate with other departments to enhance service delivery and client experience.

Skills

Wealth management

Client relationship management

Leadership

Team management

Performance management

P&L management

Financial analysis

Communication

Interpersonal skills

Job description

We are seeking a highly motivated and experienced Senior Relationship Manager to join our team in Karnataka. The ideal candidate will have a strong background in wealth management and a proven track record of leading teams to achieve performance goals. As a Senior Relationship Manager, you will be responsible for managing client relationships, developing strategies to enhance client satisfaction, and driving business growth through effective performance management and P&L oversight.

Key Responsibilities:

• Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
• Lead and mentor a team of relationship managers, fostering a collaborative and high-performance culture.
• Develop and implement performance management strategies to ensure team objectives are met.
• Oversee P&L management, ensuring profitability and sustainability of client accounts.
• Stay updated on market trends and regulatory changes to provide informed advice to clients.
• Collaborate with other departments to enhance service delivery and client experience.

Required Skills:

• Extensive experience in wealth management and client relationship management.
• Strong leadership and team management skills.
• Excellent performance management capabilities.
• Proficient in P&L management and financial analysis.
• Strong communication and interpersonal skills.

If you are a results-driven professional with a passion for wealth management and team leadership, we encourage you to apply for this exciting opportunity to make a significant impact in our organization.