Relationship Manager

Synapse Search Partners

title: sales wealth counselor – private wealth (offline sales)

reports to: vice president - sales

broader role / responsibilities:

• customer acquisition minimum of rs. 25 lakhs and above investable surplus

• manage private wealth, portfolio advisory and aif fund related queries

• ensure delivery of various mis reports as per requirements

• to develop short term and long-term sales strategies for the private wealth business in line with the overall strategic goals of the organization

• to establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery

• achieve a balance of revenue streams through sale of advisory, portfolio management service & aif which will build a steady annuity flow

• to drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

• to closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by risk, compliance and research teams

• to ensure adherence to internal and external financial advisory guidelines and risk policies and ensure standards are in place to minimize mis-selling instances

• to continuously scan the competition/market and report on emerging trends or any new development or business opportunities for wealth management (wm)

• revenue generation

• build asset under advisory (aua).

functional competencies:

• macro market & economy understanding

• expert level understanding on financial products / asset classes

• financial planning / portfolio management

• selling skills / customer acquisition

• at least 1-15 years working within a sales environment preferably in a bfsi / finance sector.

• fluency in english, hindi & any one regional language.

salary upto 12 lakhs.

work location: lower parel (work from office)

• Experience

  1 - 7 Years

• No. of Openings

  10

• Education

  Diploma, Advanced/Higher Diploma, Any Bachelor Degree, Professional Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office