Senior Relationship Manager
On-siteIndore, Madhya Pradesh, India
Job Summary
Acquire, build, and maintain strong relationships with IFA, MFD, and RIA channel partners while demonstrating expertise in wealth management products such as debentures, AIFs, PMS, and insurance. Educate clients on product features, benefits, and risks, then identify new business opportunities through networking and referrals to drive growth via cross-selling. Conduct thorough due diligence on investment products to mitigate risks and maintain accurate records of client interactions and transactions in accordance with compliance standards. Assist in organizing seminars, workshops, and other business development activities to support overall wealth management business growth.
Required Qualifications
- Graduate or Master's Degree in finance, business administration, or a related field
- Prior experience working in a Private Bank/Wealth Management set up
- Proven track record of building and managing relationships with Channel Partners (IFA/ MFD/RIA) minimum of 3 years
- Strong understanding of wealth management products, Debentures, AIFs and PMS
- Strong communication sales skills
- Track record of achieving targets and achieving incentives
- Excellent communication skills
- Presentation skills
- Negotiation skills
- Ability to work independently
- Ability to work as part of a team
- Ability to work in a fast-paced environment
Desired Qualifications
- Master's Degree in finance, business administration, or a related field
- Relevant regulatory certifications (e.g., AMFI, NISM)
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