Senior RM- Affluent Relations

Skywings Advisors Pvt. Ltd.; Chennai District; On-site; INR 1,400,000 - 2,300,000; Full time

Job summary

Skywings Advisors Pvt. Ltd. in Chennai seeks a Senior Relationship Manager- Affluent Relations to lead wealth sales initiatives and manage high-net-worth client relationships.

The role requires 5–15 years of experience in wealth sales, with a focus on CASA/TD/MF/insurance/SIP/Forex. CTC advertised is 14 to 23 LPA, based in Chennai. You will drive exceptional client experiences, close high-value requests, and provide tailored financial solutions while ensuring regulatory compliance and risk

Qualifications

• 5-15 years of sales experience in CASA / TD/ MF/ insurance/ SIP/ Trade / Forex/ NTBs.
• Excellent communication, interpersonal and relationship-building skills.
• Ability to learn new products and services quickly.
• Market awareness and benchmarking.
• Management information.
• Work in a flexible and agile way.
• Ticket Size of the clients handled: 50 lacs & Above
• Thrives in an international environment.
• Enjoys being in a team, engaging with co-workers.
• Motivated self-starter, identifying opportunities.
• Maintains a high standard of personal conduct and lives our valued behaviours.
• Candidate's current AUM size should be mini. 50 crores.

Responsibilities

• Provide outstanding client experiences.
• Organise, follow-up leads, complete and record appointments, and close customer requests.
• Support our clients to meet their financial needs as they progress through their careers and life stages.
• Build relationships for the long-term and understand clients' financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• Keep abreast of market trends, new product offerings and the latest campaigns.

Skills

Communication

Relationship-building

Interpersonal skills

Sales experience

Adaptability

Teamwork

Self-motivated

Learning new products

Market awareness

Flexibility

AUM knowledge

International environment

Education

Graduation/PG

Job description

Role: Senior Relationship Manager- Affluent Relations

CTC: 14 to 23 LPA

Location: Chennai

Exp. 5-15 years in wealth sales/ HNI Acquisition from Banks/NBFCs.

Industry: Banking

Education: Graduation/PG

Job Summary

You'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.

Key Responsibilities

• 1. Provide outstanding client experiences.
• 2. Organise, follow-up leads, complete and record appointments, and close customer requests.
• 3. Support our clients to meet their financial needs as they progress through their careers and life stages.
• 4. Build relationships for the long-term and understand clients' financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• 5. Keep abreast of market trends, new product offerings and the latest campaigns.

Skills and Experience

• 1. 5-15 years of sales experience in CASA / TD/ MF/ insurance/ SIP/ Trade / Forex/ NTBs.
• 2. Excellent communication, interpersonal and relationship-building skills.
• 3. Ability to learn new products and services quickly.
• 4. Market awareness and benchmarking.
• 5. Management information.
• 6. Work in a flexible and agile way.
• Ticket Size of the clients handled: 50 lacs & Above
• 8. Thrives in an international environment.
• 9. Enjoys being in a team, engaging with co-workers.
• 10. Motivated self-starter, identifying opportunities.
• 11. Maintains a high standard of personal conduct and lives our valued behaviours.
• 12. Candidate's current AUM size should be mini. 50 crores.