Relationship Manager-Wealth/Shriram Wealth/Mumbai/bangalore/Pune/ hyderabad

Job Description:

Key Responsibilities:

1. Client Relationship Management:

   • Develop and maintain strong relationships with HNWIs.
   • Act as the primary point of contact for clients, addressing their financial needs and concerns.
   • Conduct regular reviews of client portfolios to ensure alignment with their financial goals.

2. Financial Planning and Advisory:

   • Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.
   • Offer tailored investment advice based on the client’s risk tolerance, goals, and market conditions.
   • Present and explain financial products and services to clients, such as mutual funds, bonds, stocks, and insurance.

3. Portfolio Management:

   • Monitor and manage client portfolios to optimize performance.
   • Make investment recommendations and adjustments based on market trends and client objectives.
   • Conduct periodic portfolio reviews and provide performance reports to clients.

4. Business Development:

   • Identify and cultivate new business opportunities and clients.
   • Develop strategies to attract and retain clients, leveraging networking and referrals.
   • Collaborate with other departments, such as legal and tax advisors, to provide comprehensive services to clients.

5. Compliance and Risk Management:

   • Ensure all client interactions and financial activities comply with regulatory requirements and internal policies.
   • Assess and manage risks associated with client portfolios.
   • Stay updated on financial regulations, market trends, and industry developments.