Relationship Wealth Manager

A- Minimum required Accountabilities for this role

• Drive AUM growth, cross-sell, and revenue generation through existing and
  new client relationships.
• Acquire new clients through referrals, networking, and targeted outreach.
• Achieve defined business and productivity targets.
• Stay updated on market trends, product developments, and investment
  opportunities.
• Participate in investor awareness sessions, client events, and market
  discussions.
• Understand client goals, risk appetite, and financial needs to recommend
  suitable investment solutions.
• Offer advisory across:
  o Mutual Funds & Fixed Income
  o Broking & Insurance
  o Structured Products & Alternate Assets
• Conduct regular portfolio reviews and market updates with clients.
• Build, manage, and grow long-term relationships with HNI and affluent
  clients.
• Act as the primary point of contact for clients across investments, portfolio
  reviews, and service needs.
• Deliver a high-quality, personalized client experience at every touchpoint.
• Ensure all activities are conducted in line with regulatory guidelines, internal
  policies, and suitability norms.
• Maintain accurate documentation and client records.
  B- Additional Accountabilities pertaining to the role
• Track market trends and provide advisory insights to clients
• Coordinate with product and research teams for tailored investment solutions
• Technology adoption to enhance client servicing, streamline portfolio
  management in a digital-first environment.
• Maintain accurate client records and documentation
• Support digital adoption and wealth platform usage among clients
• Participate in client engagement events and investor awareness initiatives