Relationship Manager (Wealth RM) at BP Infosystem LLP | Torre

Relationship Manager (Wealth RM)

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Full-time

Legal agreement: Employment

Compensation
INR1M - 1.5M/year
~USD10.5k - 15.7k/year
Negotiable
location_on
Richmond Road, Shanthala Nagar, Ashok Nagar, Bengaluru, Karnataka 560025, India
Posted 6 months ago

Responsibilities


Location: Bangalore (Local candidates preferred). Experience: 8–9 Years (6–7 Years relevant). Industry: Banking / Broking / AMC. Hiring Mode: Full-time. Open Positions: 06. Notice Period: 0–90 Days. Interview Process: Virtual + In-person. Industry - Needed from Banks (Securities division) and Broking Companies (viz. Motilal Oswal, Kotak Securities, HDFC securities, Groww, Incred etc.), Retail Sales Professionals from Mutual Fund Companies / AMCs. Primary Job Responsibilities: - To acquire Preferred clients (Affluent & Super Affluent). - To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients. - To advise Affluent & Super Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. - To track the Affluent & Super Affluent Client segment in the market for new client acquisition. Functional / Technical Skills: - Proven experience of 5–8 years in Wealth Management or Private Banking. - Strong relationship management skills with HNI/Ultra-HNI clients. - Demonstrated ability to manage and grow investment portfolios with a minimum client investment size of ₹1 Cr and above. - Consistent career stability with minimum tenure of 3–4 years in both current and previous organizations. - Expertise in financial planning, investment advisory, and asset allocation. - Strong understanding of client acquisition, retention, and cross-selling of wealth products. - In-depth knowledge of financial markets, mutual funds, structured products, bonds, PMS, and alternate investment products. - Proficiency in using CRM and wealth management platforms for client tracking and portfolio analysis. - Adept at portfolio evaluation tools and investment analytics. - Sound understanding of regulatory and compliance frameworks (SEBI, RBI, AMFI). Behavioral Skills: - Lead from the front (playing captain approach). - Customer Satisfaction. - Team management.