About the opportunity
Job Overview
The Affluent Wealth Relationship Manager is responsible for managing and growing relationships with High Net-Worth Individuals (HNIs) and Affluent customers. The role focuses on wealth creation, investment advisory, portfolio management, and cross-selling a wide range of financial products offered by the Wealth Firms.
1) Acquire and manage Affluent and HNI customer relationships. Understand clients' financial goals and provide suitable investment solutions.
2) Advise clients on Mutual Funds, PMS, AIFs, Equity Investments, Bonds, Fixed Income Products, Insurance, and Wealth Management services. Build and maintain a strong portfolio of high-value customers.
3) Conduct regular portfolio reviews and provide market insights. Generate revenue through investment product sales and relationship deepening. Cross-sell various financial products to existing customers. Ensure high levels of customer satisfaction and retention.
4) Stay updated on market trends, investment opportunities, and regulatory changes. Achieve assigned business, revenue, and AUM (Assets Under Management) targets.
Looking for a candidates who have 4 + years in handling Affluent/HNI clients,Strong understanding of financial markets and investment products, Existing client network and relationship management experience preferred.Proven track record in achieving revenue and AUM targets.