Wealth RM

 

Job Description - Relationship Manager – HNI Sales

SUMMARY: -

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 of working in a Broking/Private

bank/wealth management set up.

Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and

above.

Experience of advising clients across all asset classes.

Candidates having good vintage in their present as well as previous companies.

 

ROLES & RESPONSIBILITIES: -

The Relationship Manager will be responsible for bringing their existing clients (Affluent

& Super Affluent) and building a strong client book.

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 them 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.

JOB SPECIFICATIONS REQUIRED:

Qualifications:

An MBA/PGDM or Graduate – (Finance/Marketing) Degree holder or focused education in

Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience:

Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI

Clients from BFSI sector with good business / market knowledge. Having experience of handling

HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set:

Ability to inspire trust and confidence in clients.

Ability to engage clients in meaningful conversations about their finances and take

active interest in their financial well being.

A thorough understanding of financial markets, their behavior, movements and

expectations with respect to market.

Ability to process several inputs provided by research team and other sources and apply

them to the specific context of several clients – thus generating insights for clients

Good oral and written communication skills with clarity of thought, speech and

expression

Good interpersonal skills

Good Analytical Skills

General Competencies:

Positive attitude, socially effective, high level of perseverance and patience

Assertive & hard working

Result oriented

Strong analytical skills and ability to work in teams.

 

MOST Important: Do and Don’t: HNI - Relationship Managers

1. Stability - at least average of 2-3 years in each of his last jobs/ should not have changed more than 2 jobs in last 5 years

2. From the same Geography – Candidate should be from the same location 3. Candidate who has earned incentives 4. Hands on experience in HNI relationships – no retail, no franchisee network, no online /

telecalling sales. 5. Ability and willingness to manage clients – not dependent on assignment clients by

organization. 6. Has passion and willingness for field work and relationship management 7. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organization with

High Value relationships 8. Willing to work in individually capacity

9. Candidates already interviewed and rejected in the past should not be considered

 

Job Requirements: Analytical Skill, Written Communication Skill, Marketing, Written Communication, Market Knowledge, Relationship Management, Insight, Interpersonal Skill, Financial Planning, Positive Attitude, Communication Skill, Hard Working, Patience, Geography, Strong Analytical, Interpersonal Skills