About the role

Sr Manager RM HNI & Ultra HNI, Mutual Fund

Job Summary:

The Sr Manager RM HNI & Ultra HNI role is pivotal in driving business growth and client relationship management within our Mutual Fund division. This position requires a dynamic leader to engage with high-net-worth individuals and ultra-high-net-worth clients, offering tailored investment solutions and strategic financial advice to maximize portfolio performance.

Key Responsibilities:

Develop and implement strategic relationship management plans to enhance engagement with HNI and Ultra HNI clients.
Advise clients on risk management and investment strategies tailored to their financial goals and market conditions.
Conduct detailed financial analysis to provide insights and recommendations, enhancing client portfolio performance.
Collaborate with internal teams to design and execute customized investment products and services for high-value clients.
Maintain a strong pipeline of prospects and consistently pursue new business opportunities through networking and referrals.
Monitor market trends and investment opportunities to keep clients informed and engaged with potential growth strategies.
Ensure compliance with regulatory requirements and company policies while delivering exceptional client service.

Requirements:

Bachelor's degree in Finance, Business Administration, or related field; Master's degree or professional certifications (CFA, CFP) preferred.
Minimum of 8 years of experience in relationship management, specifically with HNI and Ultra HNI clients in the financial services sector.
Strong understanding of mutual funds, investment strategies, and portfolio management.
Proven track record of achieving sales targets and cultivating long-term client relationships.
Excellent communication and interpersonal skills, with the ability to engage effectively with diverse clientele.
Analytical mindset with strong problem-solving skills and the ability to make data-driven decisions.
Proficiency in financial modeling and investment analysis tools.

Preferred Qualifications:

Experience working in a leading financial institution renowned for its investment product offerings.
Demonstrated ability to mentor and lead a team of relationship managers.
Established network within the HNI and Ultra HNI community.
Strong understanding of regulatory frameworks governing mutual funds and HNI investments.
Fluency in more than one language to enhance client service delivery.

Benefits:

Competitive salary with performance-based bonuses and incentives.
Comprehensive health and wellness benefits, including medical, dental, and vision coverage.
Retirement savings plans with company matching contributions.
Generous paid time off policy, including vacation and sick leave.
Opportunities for professional development and continuing education.
Flexible work arrangements to promote a healthy work-life balance.
Access to exclusive investment seminars and industry conferences.

Sr Manager RM HNI & Ultra HNI, Mutual fund