Relationship Wealth Manager - BFSI

Relationship Wealth Manager

Skills & Experience:

- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income

- Should be relationship oriented with good inter-personal and people skills

- Impactful communication skills to effectively engage affluent consumers

- Exceptional track record of managing portfolio of HNI Clients

- Generate leads and develop prospects, network to identify referrals to new clients

- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

- Generating minimum of 2X revenue per month

- Generating AUM of 100X trail book

- The person in this role will be front face of the organization being responsible for contributing to the top-line by developing advisory relationships by proactively acquiring HNI clients