Recruiter at DSP Eminence Consulting Services
Views:182 Applications:124 Rec. Actions:Recruiter Actions:8
Relationship Manager - Sales - Wealth Management Services Firm (3-30 yrs)
Looking for RM - Wealth Management for Leading private wealth Management services
Job Description:
- This would be open market acquisition sales profile and no support be provided at least for initial 6-8 months.
- Responsible for acquiring 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 financial information obtain from clients to determine strategies for meeting clients financial objectives.
- Analyze client portfolios and make necessary suggestions.
- Monitor financial market trends to ensure that client plans are responsive.
- Responsible for identifying customer needs and assessing their risk appetite
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through acquisition of high net-worth clients.
- Create and enforce plans that will help meet the needs of the customer.
- Understanding of market pulse, knowledge on investment products, understanding of wealth platform.
Yogini Varandani
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
