Wealth Relationship Manager (5-10 Yrs) Delhi NCR/Jaipur/Rajasthan (BFSI Sales)

Client Engagement and Relationship Management: - Address HNI and ultra HNI clients for investment requirements, through an exclusive product bouquet and superior and seamless service delivery to assist clients in achieving their short-term and long-term investment goals via proper profiling and offering of various Investment products.
-Profiling Customers and provide financial products to meet customer needs.
-Direct closely with Relationship Managers to support client portfolios and execute wealth management strategies. Market Research and Analysis: - Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios.
-Direct Relationship Managers to identify cross-selling and upselling opportunities. Financial Planning and Reporting: - Guide in developing personalized financial plans, taking into consideration clients unique goals, risk tolerance, and preferences.
-Prepare and deliver accurate and insightful financial reports, investment summaries, and performance matrix for client presentations.
-Set and achieve cluster-level business targets, including revenue, AUM (Assets Under Management), and client acquisition goals. Management and Leadership: - Owning and Establishing Tata Capital Wealth Management Brand for the area.
-Recruitment, nurturing talent, reviewing team s performance for optimization of revenues.
-Co-Owning clients of the team. (ref:updazz.com)

Payroll Type : Permanent