Relationship Manager Wealth Management
Posted on :
02-03-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2585943
Relationship Manager (Wealth Management)
Location : Lower parel Mumbai( Onsite)
Experience required: 2 year
( Work From Office)
Budget : upto 10LPA
Job Description
This role is only for those who eat breathe & sleep advisory business. There& rsquo s nothing in this world that makes you happier than closing the clients with best results and highest value addition in the most efficient way. The role is for candidates looking to make serious career in the advisory business. Your role will be to identify and handhold these HNI clients for all their financial services requirements at large.
Role & Responsibility:
Meet clients understand their needs and handhold them through the process of Investments.
Have a good understanding on Insurance Mutual Funds & Financial Services Products.
Handle end to end client servicing and business development for the company.
Able to structure deals and develop strong client relationships and increase revenue for the company.
Responsible for all the revenue targets of the company.
Coordinate with the internal teams to execute & close deals seamlessly.
Support the Client with their future requirements & crosssell other products from the company.
Education/Experience
Qualities Needed:
Must have your own financial clients base & must be comfortable with Client acquisition profile in dealing with HNI & UHNI Clients.
A commercially astute and customerfocused individual with a solid sales track record and a proven ability to foster strong business relationships.
Candidate should ideally have an inclination to meet clients & conduct sales.
Startup attitude: quick execution selfdrive and willingness to work long hours.
Good written and verbal communication skills able to deliver clear concise information to clients and team ability to multitask.
Thinker : Doer 40:60.
financial services,hni,wealth management
Employment Type
Full Time
Key Skills
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