Incred Premier- Relationship Manager/ Senior Relationship Manager/ Associate Director

Relationship Manager / Senior Relationship Manager

Job Summary :

As a Relationship Manager/Senior Relationship Manager, you will be responsible for providing personalized financial advice and guidance to high net worth individuals. You will play a crucial role in managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction. This is a dynamic role that requires a deep understanding of financial markets, strong analytical skills, and exceptional interpersonal abilities.

Responsibilities:

 Understanding the financial need & risk appetite of the client & recommending suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds, NCD, Structured Products, Equity, AIF, Private Equity, Real Estate, Life insurance, General Insurance etc (We work as an Open Architecture).

 Advising Affluent clients on their Investments across a gamut of wealth products and managing their overall financial portfolio.

 Analyse client portfolios and make necessary suggestions.

 Seek to establish a level of trust and confidence with the client so that any financial need can be addressed and solutions offered.

 Achieving financial goals and maintaining organization brand value.

 Ensure highest levels of customer service and experience to these customers.

 Interact with clients to update them on research calls and advising on asset allocation within their financial portfolio and guide them on their investment.

Qualifications:

 Bachelor’s degree in finance, Economics, or a related field
 Proven experience as a Wealth Relationship Manager or similar role in the financial services industry
 Strong knowledge of investment products, financial planning strategies, and wealth management practices
 Excellent communication and interpersonal skills
 Ability to build and maintain long-term client relationships
 Strong analytical and problem-solving abilities