JD – Relationship Manager Sales

The Role we offer is that of a Senior Relationship Manager. Some of the key responsibilities of this role are:

• The job involves acquiring and managing HNI clients and Retail client groups for our wealth management proposition.
• Understanding customers requirement and suggesting most suitable product (rather than run of the mill product) to clients according to their requirement in the area of investment, risk management/insurance or any other financial services.
• Continuous follow up and engagement /meetings before conversion of a prospectus to a client as well as after conversion.
• Ensuring high quality customer servicing for all pre- and post-sales support requirement
• Updating the client on his portfolio, renewal, maturity
• Being present at kiosks and generating leads from walk-in customers from our group clients wherever and whenever indicated.
• Providing holistic financial services/products to an entity or an individual (treating family as a unit) with the help of curated portfolios prepared by Velstand.
• Constant enriching of knowledge base and industry awareness
• Utilizing the available technology base to maintain gist of discussions, maintaining customers data, deriving analytics and for providing reports/reminders.
• Build and deepen relationships with existing affluent and HNI Customers to achieve increase in share of mind and wallet.

Requirements

The successful candidate for this role will need to possess the following skills and experience:

• Excellent written and oral communication skills
• Strong Organizational Skills, Teamwork and Collaboration
• Experience in investment/financial services & knowhow of capital markets knowledge
• Good Knowledge of Real Estate Financial Products will be an added bonus
• Relationship Management & Interpersonal skills
• Post-graduate qualification would be preferred in Wealth/ Private Banking
• Strong process knowledge of the function (Financial Planning)

Preferred Technical Qualification: IRDA for Insurance & NISM V-A Certification for Mutual Fund

Reports to:

Business Heads

Educational qualification:

Graduates with 4 to 8 years of relevant work experience

MBAs/CAs with 3 to 5 years of relevant work experience

Compensation Range

Fixed: depends on academics and experience

Variable: attractive Business linked Incentive plan