Relationship Manager - Wealth Management

Shalaka Management Services
  • Bangalore
  • 10-15 lakh
  • 8-12 years
  • Views
  • 23 May 2017

  • Finance/ Accounts

  • Banking - Retail
Job Description

Job Description :

The Relationship Manager is considered to be the fulcrum of our entire business proposition. His core role can be summarized with the following :

- Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 1 Cr. These relationships are calculated as individuals, corporates, trusts, families, etc.

- Maintain the highest degree of learning required to be able to service these clients for products and services in the wealth management space. This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

- Strict and detailed adherence to all regulatory guidelines stipulated by the organization as well as regulators across various services that are provided to the clients.

Desired skill sets :

- Ability to approach prospects through multiple sources of network including but not only families managed in the past.

- Existing experience in managing a book of at least 25 families of high net worth (excess of INR 1 Cr) across asset classes, employed in a banking framework, other NBFCs, broking companies. Candidates of any other similar service industry with relevant exposure to high net worth families too can apply.

- Last employment in the role of a Relationship Manager should be for a period of not less than 3 years in the same role.


Competencies/Skill sets for this job

Taxation Wealth Management Broking Regulatory Guidelines

Job Posted By

Shyam Menon
Associate Director

About Organisation

Shalaka Management Services