Relationship Manager - Wealth - - Baner - MM

Roles and Responsibilities

Client Acquisition & Relationship Management

• Acquire and manage a group of HNI clients through effective profiling and understanding of their investment requirements.
• Build and deepen relationships by cross-selling financial products and services according to customer needs.
• Ensure profitability of the portfolio by generating high income per customer.

Investment Advisory & Product Management

• Provide investment solutions across debt products, structured products, equities, mutual funds, fund-based real estate, and other investment instruments.
• Assist clients in achieving short-term and long-term investment goals through personalized advice.

Portfolio Analysis & Management

• Conduct portfolio performance analysis, modeling, and management to enhance customer profitability.
• Capture a larger share of wallet by enhancing and retaining customer profitability.

Business Development & Marketing

• Develop and implement marketing plans to acquire new customers in the corporate space.
• Formulate acquisition initiatives and target new HNI clients through referrals and cross-selling opportunities.