11/10
Jason Mascarenhas
Associate Manager HR at Bayleaf HR Solutions
Associate Manager HR at Bayleaf HR Solutions
Views:10 Applications:5 Rec. Actions:Recruiter Actions:5
Relationship Manager - Wealth Management - BFS (5-10 yrs)
Relationship Manager Wealth
Job Role
The key areas of responsibilities are as follows :
1. Connect with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (UHNI), Family offices and introduce products of Bank AMC across MF / PMS / AIF.
2. Introduce MF / PMS / AIF solutions from Bank AMC product basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same.
3. New client acquisition through referrals from existing clients
4. Deepen the relationship and increase the share of wallet for the Bank AMC.
5. Network with clients to identify avenues for new business opportunities.
6. Maintain highest level of service and delivery to all clients.
7. Maximize client experience by proactively sharing market updates, trends and other information.
8. Ensure compliance with all regulatory requirements and company's policies & processes at all times.
Knowledge & Essential Skills :
- Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients.
- Good knowledge of financial products.
- Consistently exceed the client's expectations by being dedicated and passionate.
- Excellent communication skills and a strong executive presence.
Academics :
MBA - Finance (Full Time) OR CA or CFA or CFP
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