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