Senior Relationship Manager

Key Responsibilities:

Client Relationship Management:

• Manage and grow a portfolio of high-net-worth clients.
• Ensure exceptional client service by addressing client needs and concerns promptly and effectively.
• Develop and maintain strong, long-term relationships with clients.

Team Leadership and Management:

• Lead, mentor, and manage a team of relationship managers.
• Foster a collaborative and high-performance team environment.
• Ensure team members achieve their individual and team goals.

Business Development:

• Leverage an existing client base to identify and pursue new business opportunities.
• Develop and implement strategies to attract and retain clients.
• Drive wealth generation opportunities through innovative financial solutions.

Financial Expertise:

• Provide expert advice on financial investments and products.
• Stay up-to-date with market trends and regulatory changes.
• Develop and present financial plans and investment strategies to clients.

Performance Management:

• Set performance targets for the team and monitor progress.
• Implement a fast-track promotion and increment plan for exceptional performance.
• Manage and report on key performance indicators (KPIs).

Communication and Interpersonal Skills:

• Exhibit excellent verbal and written communication skills.
• Demonstrate strong interpersonal skills to build rapport with clients and colleagues.
• Ensure clear and transparent communication within the team and with clients.

Incentive Programs:

• Participate in attractive incentive programs based on performance.
• Benefit from wealth generation opportunities through Employee Stock Ownership Plans (ESOPs).
• Enjoy competitive compensation with additional rewards for achieving targets.

Qualifications:

• Minimum of 5 years of experience as a Senior Relationship Manager.
• Undergraduate degree is required; MBA is advantageous
• Should have NISM V-A and NISM XXI certifications
• Proven track record of managing a client base and delivering exceptional client service.
• Strong knowledge of financial investments and products.
• Excellent communication, analytical, and presentation skills.
• Demonstrated team management and leadership experience.
• Preference will be given to female candidates to promote diversity and inclusion.

Why Join Us:

• Opportunity to lead and grow within a forward-thinking financial institution.
• Attractive incentive and reward programs for high performance.
• Collaborative and inclusive work environment.
• Opportunities for professional development and career advancement.