Job Description: Select RM
As a Select Relationship Manager, your role revolves around acquiring and managing high net worth individuals (HNI) and ultra-high net worth individuals (UHNI) as clients. You will be responsible for expanding the liability book and growing the investment assets under management (AUM) portfolio.
- Client Acquisition and Management:
- Identify and acquire new HNI and UHNI clients through various channels such as referrals, networking, and outreach programs.
- Develop and nurture relationships with clients to understand their financial needs and provide suitable investment solutions.
- Increasing Investment AUM:
- Work towards increasing the size of the investment AUM portfolio by offering tailored investment products and services to clients.
- Compliance Adherence:
- Ensure strict adherence to compliance processes and guidelines to maintain regulatory standards and client confidentiality.
- Financial Advisory:
- Provide expert advice to clients on financial products and services to optimize their investments and meet their financial goals.
- Cross-Selling:
- Identify opportunities for cross-selling various banking and financial products (e.g., family accounts, home loans, personal loans, ULIPs, mutual funds, credit cards, forex) to existing clients.
- Client Relationship Management:
- Maintain and strengthen relationships with existing clients through regular interactions and periodic visits.
- Address client queries and concerns promptly to ensure high levels of customer satisfaction.
- Lead Management:
- Manage and track leads effectively, maintaining a detailed Daily Sales Report (DSR) to monitor progress and follow-ups.
- Customer Profiling:
- Conduct detailed profiling of customers to understand their financial requirements and recommend suitable products accordingly.
- Service Excellence:
- Ensure the delivery of exceptional service levels to high net worth customers, meeting their expectations and needs effectively.
- Sales Strategy Development:
- Develop comprehensive outbound and inbound sales strategies to acquire new customers and expand the client base within the portfolio.
The role of a Select Relationship Manager demands strong interpersonal skills, financial acumen, and the ability to thrive in a target-driven environment. Success in this position requires a proactive approach towards client engagement, effective sales techniques, and a deep understanding of financial markets and products.
We provide comprehensive career transitioning services, including personalized career assessment and counseling to clarify goals.
Our workshops enhance critical skills and offer resume writing services to highlight achievements. We assist in navigating the job market with effective networking strategies and exploration of diverse opportunities. Through mock interviews, we prepare individuals for success and support negotiation of favorable terms.
Beyond transitions, we offer ongoing coaching and support for sustained growth.
At ChangeLeaders, we understand the power of trusted referrals in attracting top talent. Introducing our Candidate Referral Program, designed to honor your efforts in bringing exceptional professionals into our network.
This program offers rewarding opportunities and meaningful connections. Here’s how it works:
When you refer a qualified candidate who successfully joins our network, you not only enrich our community but also unlock valuable rewards. Simply submit the candidate’s details through our online referral portal, and we’ll handle the rest. Once your referral completes onboarding and meets our criteria, you’ll qualify for exclusive rewards like cash bonuses, premium networking events access, and personalized career coaching sessions.
ChangeLeaders Stories is a dynamic platform that serves as a haven for seasoned professionals across diverse domains. Through engaging podcasts, we invite accomplished individuals to unravel their unique career journeys, personal histories, profound learnings, visionary insights, rich experiences, and daunting challenges. Our guests generously share how they navigated obstacles, allowing listeners to glean invaluable lessons.
Our mission is to empower early-career professionals who seek wisdom beyond the confines of their immediate employers. By offering a diverse array of voices from within the same domain, we broaden horizons and foster a community of continuous learning and growth.
With a commitment to quality and authenticity, we produce one compelling podcast episode every week. Our dedication has garnered the admiration of professionals who appreciate our genuine efforts to enrich their professional lives. Join us on ChangeLeaders Stories as we embark on a journey of discovery, enlightenment, and inspiration together.
