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14/11 Bhawna Mehra
Talent Acquisition Role at Conections One

Views:10 Applications:4 Rec. Actions:Recruiter Actions:2

Relationship Manager - Sales - HNI/UHNI (8-12 yrs)

Anywhere in India/Multiple Locations Job Code: 300066

- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

- Analyze client portfolios and make necessary suggestions.

- Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite

- Client Acquisition and Relationship Management:

- Acquire new clients (NTF - New to the Firm) through strategic approaches.

- Develop and maintain strong relationships with HNI/UHNI and corporate clients.

Wealth Advisory Services:

- Analyze client portfolios to understand their financial objectives.
- Provide tailored suggestions and recommendations for optimizing client portfolios.

Financial Product Recommendations :

- Recommend suitable financial products aligned with client goals and risk tolerance.

AUM Growth:

- Ensure consistent growth of AUM or book size through effective wealth management strategies.

Customer Needs Assessment:

- Identify customer needs by conducting thorough assessments.

- Evaluate and understand the risk appetite of clients to tailor solutions accordingly.

If you are a seasoned professional with a passion for wealth management, client relationships, and strategic advisory services, we invite you to apply. Join us in delivering excellence in financial solutions and contributing to the financial success of our clients.

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