Sr Relationship Manager - Wealth - Sales - Bhopal - Alankar Complex - MM

Job Purpose

The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Main Accountabilities

Client Acquisition and Relationship Management:

• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.

• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.

• Profiling Customers and providing financial products to meet customer needs.

• Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.

• To Enhance & Retain customer profitability by capturing a larger share of Wallet.

• Ensure profitability of the portfolio: Generate high Income per Customer.

• Acquire new customers who meet product criteria through cross-referral.

• Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development: