Relationship Manager Ip-omni Vertical Mysore @ Kart Net Crm Solutions

Job Description

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing && retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing && implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES: -
Relationship Managers with prior experience working in a Broking/Private bank/wealth management set up.
Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above.
Experience of advising clients across asset classes.
Strong analytical skills and ability to work in teams.
Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)

ROLES && RESPONSIBILITIES: -
The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent && Super Affluent)
He/She would be responsible to drive the TPP sales through branch sales team and advisors.
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent && Super Affluent Client segment in the market for new client acquisition
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.

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Keyskills:   sales presentations relationship management sales planning sales