SMC Investment and Advisors LTD Group is looking Wealth Relationship Manager in Punjab location
Designation: Wealth Relationship Manager
CTC: 7,00,000 to 12,00,000 Lac P.A
Industry: Banking & Financial
Work Location: Punjab
The Wealth RM 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 ultra 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.
Roles And Responsibility:
The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI).
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.
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.
The wealth advisor will have to undertake the following responsibilities:
To prospect, acquire and retain clients.
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment
Opportunities/financial market trend to determine whether they fit into clients portfolios.
To understand clients needs & requirements and accordingly position products & services
To coordinate with product and research team for taking investment decision for the clients.
To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.
To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
To provide various investment performance reports and summaries to the clients.
To build and maintain client bases, along with relevant comments/remarks for future reference.
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, and life and disability insurance records, pension plan information.
Interested candidates can reach me on the numbers given below for further discussion and send their updated resumes to my email id : email@example.com
Contact : Kanika Sharma
Telephone : 9560886598
Salary: INR 7,00,000 - 12,00,000 P.A.
Industry:Banking / Financial Services / Broking
Functional Area:Sales, Retail, Business Development
Role Category:Channel Sales
Role:Client Relationship Manager
Employment Type:Permanent Job, Full Time
Desired Candidate Profile
SMC Investments and Advisors Limited
Recruiter Name:Ruby Sharma
Contact Company:SMC Investments and Advisors Limited