Wealth Manager & Relationship Manager6 min read

Job Title

Wealth Manager & Relationship Manager

Job Location – Hyderabad

Position Overview: We are seeking a highly skilled and experienced Senior Relationship Manager to join our dynamic team in a playing captain role. The ideal candidate will have a proven track record in managing client relationships and a deep understanding of financial investments and products. This role requires excellent communication skills, a strategic mindset, and the ability to lead and manage a team effectively.

Key Responsibilities:

• Client Relationship Management:
• Manage and grow a portfolio of high net-worth clients.
• Ensure exceptional client service by addressing client needs and concerns promptly and effectively.
• Develop and maintain strong, long term relationships with clients.
• Team Leadership and Management:
• Lead, mentor, and manage a team of relationship managers.
• Foster a collaborative and high-performance team environment.
• Ensure team members achieve their individual and team goals.
• Business Development:
• Leverage an existing client base to identify and pursue new business opportunities.
• Develop and implement strategies to attract and retain clients.
• Drive wealth generation opportunities through innovative financial solutions.
• Financial Expertise:
• Provide expert advice on financial investments and products.
• Stay up-to-date with market trends and regulatory changes.
• Develop and present financial plans and investment strategies to clients.
• Performance Management:
• Set performance targets for the team and monitor progress.
• Implement a fast-track promotion and increment plan for exceptional performance.
• Manage and report on key performance indicators (KPIs).
• Communication and Interpersonal Skills:
• Exhibit excellent verbal and written communication skills.
• Demonstrate strong interpersonal skills to build rapport with clients and colleagues.
• Ensure clear and transparent communication within the team and with clients.
• Incentive Programs:
• Participate in attractive incentive programs based on performance.
• Benefit from wealth generation opportunities through Employee Stock Ownership Plans (ESOPs).
• Enjoy competitive compensation with additional rewards for achieving targets.

Qualifications:

• Minimum of 5 years of experience as a Senior Relationship Manager.
• Undergraduate degree is required; MBA is advantageous
• Should have NISM V-A and NISM XXI certifications
• Proven track record of managing a client base and delivering exceptional client service.
• Strong knowledge of financial investments and products.
• Excellent communication, analytical, and presentation skills.
• Demonstrated team management and leadership experience.

Why Join Us:

• Opportunity to lead and grow within a forward-thinking financial institution.
• Collaborative and inclusive work environment.
• Opportunities for professional development and career advancement.