Wealth Manager - Cluster / Senior / RM - (Ahmedabad and Baroda)

Cluster/Senior/RM - Wealth Management  (Ahmedabad and Baroda)

Experience: 7+ Years

Mode: WFO- 5.5 days

Location: Ahmedabad and Baroda

Job Purpose:

The Senior Relationship Manager - Wealth is 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. This role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The role encompasses Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, Business Analytics, and Financial Analyst responsibilities.

Responsibilities:

• Client Acquisition and Relationship Management:


• Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery.


• Acquisition and handling of a group of HNI (High Net Worth Exclusive) Clients.


• Deepen the relationship by cross-selling to mapped broking clients and services according to customer needs.


• Ensure profitability of the portfolio by generating high Income per Customer.


• Marketing and Business Development:


• Assist in the development and implementation of marketing plans for acquiring new customers in the corporate space.


• Acquire new accounts from group collaborations and execute successful micro-events for the acquisition of new clients.


• Collaborate within the internal teams to ensure the delivery of accurate and compliant investment solutions to clients.


• Financial and Product Expertise:


• Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.