Senior Relationship Manager

Building Services Design & Energy Institute - MEPa2z; Pune District; On-site; INR 3,500,000 - 7,000,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z in Maharashtra seeks a Senior Relationship Manager to serve UHNI clients with tailored investment solutions and exceptional service.

You will manage a growing portfolio, provide guidance on mutual funds and portfolio management, conduct regular reviews, and coordinate with internal teams to deliver comprehensive financial solutions while staying compliant with NISM regulations and market changes.

Qualifications

• Proven wealth management experience with UHNI clients.
• Knowledge of mutual funds and portfolio strategies.
• Familiarity with NISM regulations and compliance.
• Excellent communication and interpersonal skills.
• Strong analytical and detail-oriented abilities.
• Ability to work independently and in teams.

Responsibilities

• Develop and maintain relationships with UHNI clients and assess financial goals.
• Provide expert advice on mutual funds and portfolio management.
• Conduct regular portfolio reviews and performance analysis.
• Collaborate with internal teams to deliver comprehensive solutions.
• Stay updated on market trends and NISM regulations.
• Identify growth opportunities and contribute to wealth division success.

Skills

UHNI clients

Wealth management

Mutual funds

Portfolio management

NISM regulations

Communication

Job description

We are seeking a highly motivated and experienced Senior Relationship Manager to join our dynamic team in Maharashtra. The ideal candidate will have a strong background in wealth management, with a focus on serving Ultra High Net Worth Individuals (UHNI). As a Senior Relationship Manager, you will be responsible for managing and growing a portfolio of clients, providing them with tailored investment solutions and exceptional service.

Key Responsibilities

• Develop and maintain strong relationships with UHNI clients, understanding their financial goals and investment preferences.
• Provide expert advice on mutual funds, portfolio management, and other wealth management products.
• Conduct regular portfolio reviews and performance analysis to ensure alignment with clients' objectives.
• Collaborate with internal teams to deliver comprehensive financial solutions that meet client needs.
• Stay updated on market trends and regulatory changes, particularly those related to NISM regulations.
• Identify opportunities for business growth and contribute to the overall success of the wealth management division.

Required Skills

• Proven experience in wealth management, specifically with UHNI clients.
• Strong knowledge of mutual funds and portfolio management strategies.
• Familiarity with NISM regulations and compliance requirements.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
• Strong analytical skills and attention to detail.
• Ability to work independently and as part of a team in a fast-paced environment.

If you are passionate about wealth management and have a proven track record of success in managing UHNI clients, we encourage you to apply for this exciting opportunity to make a significant impact in our organization.