The relationship manager will be responsible for acquiring preferred clients (HNI/ Ultra HNI).
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team ( Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
The wealth advisor will have to undertake the following responsibilities:
To prospect, acquire and retain clients.
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment
Opportunities/financial market trend to determine whether they fit into clients portfolios.
To understand clients needs & requirements and accordingly position products & services
To coordinate with product and research team for taking investment decision for the clients.
T o recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.
To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
To provide various investment performance reports and summaries to the clients .
To build and maintain client bases, along with relevant comments/remarks for future reference.
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, and life and disability insurance records, pension plan information.