ASP Finserv
Website:
aspfinserv.com
Job details:
Job Summary
We are seeking a dynamic and client-focused
Relationship Manager to join our Wealth Management team. The ideal candidate will be responsible for managing and expanding high-net-worth client relationships, providing personalized investment solutions, and ensuring superior client satisfaction. This role requires strong financial acumen, interpersonal skills, and a passion for delivering tailored wealth strategies.
Key Responsibilities
- Acquire, build, and maintain relationships with clients.
- Understand clients financial goals and risk appetite to provide suitable wealth solutions.
- Offer a range of financial products including mutual funds, PMS, AIFs, bonds, structured products, insurance, etc.
- Conduct regular portfolio reviews and provide insights on market movements and investment opportunities.
- Ensure compliance with internal and regulatory policies while advising clients.
- Work closely with internal product, research, and operations teams for seamless service delivery.
- Achieve monthly and annual revenue targets through cross-selling and upselling.
- Maintain high client satisfaction and generate referrals through excellent service.
Key Skills & Competencies
- Strong knowledge of financial markets and wealth management products.
- Proven experience in client acquisition and relationship management.
- Excellent communication, presentation, and interpersonal skills.
- Goal-oriented with the ability to work under pressure and meet deadlines.
- High degree of integrity and professionalism.
- Certifications such as NISM VA / NISM X-A/X-B / CFP will be an advantage.
Qualifications
- Graduate/Postgraduate in Finance, Economics, Business Administration, or related field.
- 2–5 years of relevant experience in wealth management or financial advisory.
- Sound understanding of financial planning and investment advisory.
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