Z-2273 | PWM – Relationship Manager/Client Partner

Location - Gurugram

4th Saturday is off

RETAIL 

• BRANCH RELATIONSHIP RMs
• Retail Banking exp of 3 - 7 years
• Exp in CA / SA / LI/ MF/ LAP/ HL/ ASSETS /LIABILITIES

PRIVATE WEALTH

• PRIORITY/EXCLUSIVE/PIONEER/ IMPERIA RMs
• RETAIL AFFLUENT BANKING EXPERIENCE OF5 - 10 YRS
• EXP IN  LI / MF / CA/ SA/ LAP/ HL/ ASSETS / LIABILITIES
• HAVING AUM BOOK AND CONTROL ON CLIENTS. SO MUCH TO MOVE THEM WITH HIM

This is a full-time on-site role as a PWM – Relationship Manager/Client Partner located in Gurugram. The Candidate will oversee the delivery of exceptional Sales & service to clients, ensuring that all their needs are met, and their expectations are exceeded. Day-to-day tasks will include onboarding & Managing UHNW Clients Portfolio , monitoring and addressing any service issues, Acquiring & Growing wallet share on AUM & Revenue for these Clients , collaborating with cross-functional teams to enhance Knowledge the client experience.

• Managing the 360 Degree relationship of clients and responsible for overall growth of Investment business from HNI segment
• Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
• Identify current and potential relationship with additional revenue potential and grow.
• Achieving Sales targets spread across Revenue ,Investments AUM, Insurance ,Assets, Investment Banking , Onboarding RRP etc.
• Proactively sell the full range of Advisory solutions , & Investments product to current and potential HNI Relationships
• Ensuring Monthly /quarterly /weekly client meetings & following client onboarding journey as per process laid down by the management .
• Engaging with MF product and Central team for doing Monthly /By Monthly Client Portfolio Reviews.
• Increase Investment wallet share in allocated portfolio either through Deepening or Acquisition.
• Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with company's KRA
• Financial Markets product knowledge
• Financial Analysis and risk management knowledge
• Communication and presentation skills
• Client relationship management skills, ability to manage and prioritize multiple tasks and projects within a fast-paced environment
• Business understanding of client business models with acumen on new client acquisitions
• Sales skills with excellent negotiation, presentation and client acquisition skills
• Understanding of recent technologies in Financial Markets & Business.
• Deal closure and execution skills
• Strong cross - cultural awareness and interpersonal skills
• High degree of integrity, ethical conduct, and professionalism