Wealth Relationship Manager - B2C Segment

Client Advisory & Portfolio Management:

- Understand clients' financial goals, risk appetite, and time horizon through detailed discussions and portfolio deep-dives.

- Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.

- Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.

- Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.

Client Relationship Management:

- Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio discussions, and review sessions.

- Ensure high-quality client experience through proactive communication, responsiveness, transparency, and consultative engagement.

- Conduct periodic client visits and virtual connects to understand changing needs and recommend timely solutions.

- Act as a trusted advisor and single point of contact for clients across investment and service requirements.

Business Growth & Product Penetration:

- Achieve business targets across revenue, acquisition, retention, and wallet share.

- Drive cross-sell and upsell across wealth, protection, and investment solutions.

- Increase product penetration by identifying gaps in client portfolios and recommending suitable offerings.

- Continuously acquire new clients and grow the book through referrals, networking, and other client acquisition strategies.

- Work closely with research, product, and operations teams to deliver seamless execution and service.

Compliance & Governance:

- Adhere to regulatory guidelines, documentation standards, and internal compliance norms.

- Ensure client suitability, risk assessment, and fair practice principles in all recommendations.

- Maintain accurate records of client interactions, advice given, and action taken.