Relationship Manager Job in Talent Seekers at Tagore Garden, Delhi, Jalandhar, Allahabad

Job Summary

Relationship Manager should be a proactive planner with abilities in devising effective strategies for augmenting business, identifying and penetrating new market segments, promoting products for business excellence and profitability norms. Possess excellent communication, relationship management and analytical skills. Relationship Manager should be a result focused and effectual leader with proven abilities in managing operations and cross selling. Relationship Manager should be an effective communication and relationship management skills with the ability to relate to people at any level of business and management.

Responsibilities and Duties

• The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI).
• Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc.
• Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile.
• Maintaining client relationships and generate AUM from preferred clients.* Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Track the HNI/Ultra HNI 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.

Required Experience, Skills and Qualifications

• To coordinate with product and research team for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.
• Responsible for 100% YTD achievement till date
• Generating leads via Relationship Executive and getting them converted
• Delivering best customer service for customer fulfillment and relationship building