Relationship Manager-Wealth Management jobs in Ahmedabad at Indian Wealth Management

You will need to build a strong understanding of a client’s risk profile, attitude towards risk, and

investment objectives to act as a personal relationship manager who can recommend right product to the resident individual clients, NRIs, family or a Corporate Group.

The quality of work expected from a relationship manager includes:

· Client Acquisition with forethought and strategies.

· Trust, Integrity and Passion in meeting your client’s investment objectives by managing their portfolio well.

· Pragmatic solutions from you to resolve evolving complexities in asset classes extending to mutual funds, bonds, corporate fixed deposits and other financial products that can help your client investment requirement.

· Proactive approach on your part in spotting latest trends in markets and opportunities available for the customers to meet their investment needs.

· Building and maintaining relationships with clients extending from HNIs, NRIs, Individuals to Key personnel of corporates.

· Conducting business reviews and frequent research on financial markets to ensure clients across the Globe are satisfied with our advisory services.

· Alerting the sales team for opportunities available in further sales within key clients.

· Letting customers know about other products and services that the company offers.

· Attending meetings with clients to build relationships with existing accounts.

· Achieving client relationship targets and Key Performance Indicators as set by the Head of Sales.

· Escalating and resolving areas of concern as raised by clients.

· Carrying out client satisfaction surveys and reviews.

· Passing leads to the sales team and following up on progress.

· Liaising with internal departments to ensure client needs are fulfilled effectively.

ARelationship Managershould bring the industry experience and market expertise gained by them to service our clients better and establish healthy relations.

Arhaum Enterprises(Indian Wealth Management) is a leading wealth management organization focused on bridging the gap between savings & investments, creating a long-term wealth for investors through a range of simple, diversified and relevant investment solutions. We manage significant AUM (Assets Under Management) in the wealth management segment in India. We cater wealth management services for investors who are spread across the country, along with international wealth management mandates for clients across international markets in asset classes like Mutual Funds, Debt, Corporate & Government Bonds, Equity, Commodities, Portfolio Management Services (PMS),Real Estate Advisory etc. We offer a complete financial solution that encompasses every sphere of life, from Mutual Funds, Wealth Managements, Advisory for Life Insurance, to Investment Banking & Loans. Indian Wealth Management caters to the financial needs of individuals and corporates across the globe.