Relationship Manager-Wealth Management Jobs in Ahmedabad - Indian Wealth Management
Relationship Manager-Wealth Management
Job Description
You will need to build a strong understanding of a client’s risk profile, attitude towards risk, and
investment objectives to act as a personal relationship manager who can recommend right product to the resident individual clients, NRIs, family or a Corporate Group.
The quality of work expected from a relationship manager includes:
· Client Acquisition with forethought and strategies.
· Trust, Integrity and Passion in meeting your client’s investment objectives by managing their portfolio well.
· Pragmatic solutions from you to resolve evolving complexities in asset classes extending to mutual funds, bonds, corporate fixed deposits and other financial products that can help your client investment requirement.
· Proactive approach on your part in spotting latest trends in markets and opportunities available for the customers to meet their investment needs.
· Building and maintaining relationships with clients extending from HNIs, NRIs, Individuals to Key personnel of corporates.
· Conducting business reviews and frequent research on financial markets to ensure clients across the Globe are satisfied with our advisory services.
· Alerting the sales team for opportunities available in further sales within key clients.
· Letting customers know about other products and services that the company offers.
· Attending meetings with clients to build relationships with existing accounts.
· Achieving client relationship targets and Key Performance Indicators as set by the Head of Sales.
· Escalating and resolving areas of concern as raised by clients.
· Carrying out client satisfaction surveys and reviews.
· Passing leads to the sales team and following up on progress.
· Liaising with internal departments to ensure client needs are fulfilled effectively.
A Relationship Manager should bring the industry experience and market expertise gained by them to service our clients better and establish healthy relations.