Head of Client Relationships

Looking for Head of Client Relationships for a leading Indian Financial services firm specializing in wealth management, investment advisory, and corporate finance, focused on creating lasting value for clients and investors.

Job description for Head of Client Relationships

Head - Client Relationships - Market Expansion, Business Development, Investment Advisory & Financial planning

The position offers unparalleled scope for learning & immense growth in business development, financial planning & investment advisory for families and businesses from diverse backgrounds in India & abroad.

Key responsibilities

• Market Expansion by opening up doors to industrialists and families of Ultra HNIs
• Building and nourishing relationships with clients
• Understanding client needs and financial goals
• Providing them with appropriate investment solutions
• On-boarding prospective clients
• Client transaction handling
• Single Point of Contact for the client.
• Prompt client service and effective client engagement
• Providing them with risk management solutions
• Keep track, evaluate and monitor client positions & portfolio allocations
• Ensure efficient process and timely & prompt service
• Interacting with communities, prospecting clients & building on relationships

Qualification : Graduate in Commerce, Finance, Economics, Business Administration or a related discipline. MBA/PGDM, CA, CMA, CFA, CFP or relevant NISM certifications will be an advantage.

Experience : 2 to 7 years of relevant experience in Wealth Management, Private Banking, Investment Advisory, Financial Planning, Corporate Banking or Relationship Management. Experience in HNI/UHNI client acquisition and relationship management will be strongly preferred.

Locations: Chennai, Coimbatore & other cities of Southern India.