Manager - Affluent Client Relations

Department - Wealth ChannelDesignation: Manager - Affluent Client RelationsYears of Exp: 3 to 7 yrs

Roles:

Work closely with the branch team to reach out to high priority and affluent clients.

Understand client needs and offer comprehensive wealth management solutions,

including investments, insurance, PMS/AIF and structured products.

Achieve AUM and revenue targets through cross-selling investment products to exiting clients

Ensure high standards of client servicing and compliance with internal and regulatory guidelines.

Keep updated on market trends, investment products, and global financial news.

Proactively identify new business opportunities within existing and potential clients.

Participate in marketing and client engagement events.

Key Skills && Competencies:

Strong understanding of financial markets, investment products, and wealth

management principles.

Excellent communication, interpersonal, and relationship-building skills.

Ability to identify client needs and provide customized solutions.

Sales-driven with a focus on providing excellent customer service.

Qualifications:

Masters degree in Finance, Business Administration, Economics, or related field.

CFA/CFP is an added advantage.

Relevant certifications as per regulatory requirements (e.g., AMFI, IRDA, NISM, etc.).

3 to 7 years of experience in wealth management, private banking, or financial advisory roles.

Track record of managing affluent/HNW client relationships and achieving sales targets.

Performance Metrics:

AUM (Assets Under Management) growth

Revenue generation (investment income, insurance income, etc.)

Client retention rate

New client acquisition

Compliance and risk adherence

Interested and Eligible candidates can share their CVs to the Email ID

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