Senior Relationship Manager - Bank

About the job

Responsibilities Include • Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience. • Track the HNI/Ultra HNI segment in the market for new client acquisition. • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. • Focus on business development and achieve growth in relationship value, revenues & improve client stickiness. • Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling. • Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio. • Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile. • To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance. Skills And Competencies • Ability to use & analyse data tools related to wealth products. • Discussion/ MIS Review. • Maintaining external network i.e. to maintain contact with the customers. • Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization. • Aptitude towards delivering high quality customer service with good organizational and interpersonal skills. • Decision making skills with strong sense of ownership and ability to work under pressure. • Ensure compliance with key regulatory and organization level requirements.

Requirements

• Wealth management
• Investment strategies
• Client acquisition
• Business development
• Risk profiling

Qualifications

• MBA
• CA

Preferred Technologies

• Wealth management
• Investment strategies
• Client acquisition
• Business development
• Risk profiling

About the company

Merisis Group is a boutique financial services group with a strong presence in both investment banking and wealth management. We specialize in high-impact financial solutions for HNIs, CXOs, and entrepreneurs, with over a decade of expertise across growth-stage fundraising, M&A, and curated wealth strategies.