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