Job Description

Job Role - Relationship Manager - Wealth Management

Salary - 10 - 50 LPA (Depending upon the expected and last drawn CTC)

Mode - Work From Office

Cities - Bangalore, Mumbai, Delhi, Noida, Pune, Chandigarh

Hours - Full Time

Roles and Responsibilities:

The Wealth Manager will be responsible for acquiring new HNI clients and maintain the existing relationships by offering customized wealth management services.

The key focus is on growing the book/AUM and generate revenue along with offering customized portfolio of investment products aligned to customer needs.

To Provide financial solution to the Wealth Customers in line with the clients

risk reward expectations.

Increase the customer wallet share by cross selling the Investment Banking

products (structured) along with third party investment products.

> Comply with KYC/SEBI rules, regulations and legislation governing the financial industry.

Maintain high service standards with complete transparency, trust and

integrity.

Provide financial solution to the Wealth Customers while maintaining high service standards

Maintain complete customer profile including risk profile, demographics, investment horizon & return expectations.

Enrich relationships and gain higher wallet share through customer engagement activities

Deepen the existing relationships by cross selling the Investment Banking products (structured) along with third party investment products

Identify potential customers who can be sold tailored products to enhance product penetration

Comply with KYC/SEBI rules, regulations and legislation governing the Bank

Acquire new customers

Achieve targets as assigned by the organisation on a monthly basis

Record and track all engagement activities through the CRM system

Requirements: * Graduation/ post-graduation from a recognized institute.

• AMFI/IRDA and NCFM certifications.
• Good communication skills in English and the local language.
• In-depth knowledge of the investment products & financial markets.
• Ability to manage complex situations, handle pressure and meet deadlines. Strong interpersonal, relationship and networking skills.
• Confidentiality Disclaimer: The document is highly confidential and is only meant or the information of the candidate applying for the said role or approached by UV Capital or its consultant for evaluating the role before applying.
• This should not be shared with anyone without the prior permission from UV capital or its authorised consultant

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