Wealth Relationship Manager – HNI/UHNI – Bank HriZen

The Corporate Institute; Delhi; Vor Ort; INR 1.000.000 - 1.800.000; Vollzeit

Zusammenfassung

The Corporate Institute in Delhi seeks an experienced wealth management professional to build and nurture relationships with high-net-worth clients in India. You will provide expert financial advice, create personalized portfolios, and drive business growth through cross-selling and client acquisition.

Key focus areas include wealth management, portfolio performance analysis, and business development for HNI clientele, with a strong emphasis on delivering exceptional service and profitable

Qualifikationen

• Postgraduate/graduate degree in any discipline.
• 5–10 years of relevant experience.

Aufgaben

• Acquire and manage HNI clients with tailored investment solutions.
• Profile clients and align financial products to needs.
• Cross-sell across broking and services to expand wallet share.
• Drive profitable portfolio through high income per customer.
• Develop marketing plans and acquire new corporate or B2C clients.
• Coordinate with research, investment and compliance teams to ensure compliant solutions.

Kenntnisse

Relationship management

Financial advisory

Wealth management

Business development

Ausbildung

Postgraduate/Graduate degree in any discipline

Jobbeschreibung

Job Purpose:

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Main accountabilities:

Client Acquisition and Relationship Management:

• – Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
• – Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• – Profiling Customers and providing financial products to meet customer needs.
• – Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
• – To Enhance & Retain customer profitability by capturing a larger share of Wallet.
• – Ensure profitability of the portfolio: Generate high Income per Customer.
• – Acquire new customers who meet product criteria through cross-referral.
• – Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development:

• – Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• – This role is to acquire B2C or B2B clientele & build a portfolio there on.
• – Acquisition – Assist Head RM in executing successful micro-events for the acquisition of new clients.
• – Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

• – Ensure profitability of the portfolio: Generate high Income per Customer.
• – Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients’ financial positions.

Qualifications & Experience

• – Minimum Degree: Postgraduate/ Graduate in any discipline.
• – Minimum Experience – 5-10 years of Experience.