Relationship Manager - Wealth

About our client

Our client is a leading NBFC.

JOB DESCRIPTION

Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance.

Job Title: Relationship Manager

Location: Chennai / Hyderabad / Coimbatore / Trichy / Madurai / Salem

Role and Responsibilities

Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management.

Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments.

Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals.

Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships.

Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer

Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth.

Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM

Qualifications & Education:

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• Postgraduate degree in Finance, Economics, or related fields (e.g., MBA)
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• Relevant certifications (NISM, AMFI, CFP) are highly preferred.
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Experience Requirements

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• 2 to 9 years of experience in wealth management or private banking with experience of serving UHNI / HNI clients.
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• Demonstrated ability to build and maintain strong client relationships and manage high-value portfolios.
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Technical Skills

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• Deep knowledge of financial markets, investment products, and wealth management strategies.
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Soft Skills

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• Exceptional communication, presentation, and negotiation skills.
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• High integrity, ethical standards, and a collaborative approach.
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• Entrepreneurial mindset with a passion for client servicing and business growth.
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Key Performance Indicators (KPIs)

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• Drive AUM growth and maximize revenue from client portfolios.
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• Maintain strong client retention, solid satisfaction scores, and foster client referrals.
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• Formulate and implement business development plans to grow the client base and AUM & set client acquisition targets aligned with the group strategy.
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• Act as the primary relationship holder, addressing clients' holistic financial management needs including investments, lending, and insurance by leveraging subject matter experts from the group.
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• Lead team performance, mentor junior colleagues, and actively align with organizational objectives.
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