Senior Wealth Relationship Manager

SENIOR RELATIONSHIP MANAGER-WEALTH

▪ Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.

▪ Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to client’s basis their requirements and goal.

▪ Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products.

▪ Update and cross – sell products and services to existing clients and update them about the primary and secondary market trends.

▪ Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL.

▪ Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation.

▪ Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions.

▪ Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives.

▪ Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks.

▪ Adhere to all regulatory guidelines and compliance standards, ensuring that clients' investments comply with relevant laws and regulation.

▪ Provide regular performance reports to clients, detailing the performance of their portfolios, investment strategy adjustments, and progress toward financial goals.

▪ Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations.

▪ Collaborate with other departments, such as legal, tax, and estate planning, to offer comprehensive financial solutions to clients