Senior Relationship Manager

Key Responsibilities:

Client Relationship Management:

• Manage and grow a portfolio of high-net-worth (HNI) clients
• Address client needs and concerns promptly to ensure exceptional service
• Develop and maintain strong, long-term client relationships

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 individual and collective goals

Business Development:

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

Financial Expertise:

• Provide expert advice on financial investments and products
• Stay updated on market trends, financial regulations, and product offerings
• Develop and present financial plans and investment strategies to clients

Performance Management:

• Set performance targets and monitor team progress
• Implement fast-track promotion and increment plans for exceptional performers
• Track 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 performance-based incentive programs
• Benefit from wealth creation opportunities through ESOPs
• Enjoy competitive compensation with additional rewards for achieving targets

Qualifications & Experience:

• Minimum 5 years of experience as a Senior Relationship Manager
• Undergraduate degree required; MBA preferred
• NISM V-A and NISM XXI certifications
• Proven track record of managing HNI clients and delivering exceptional service
• Demonstrated team management and leadership experience