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09/07 Hiral Nimavat
Sr.HR Executive at Forret India Pvt Ltd

Views:61 Applications:31 Rec. Actions:Recruiter Actions:1

Relationship Manager - Wealth Firm (4-15 yrs)

Metros Job Code: 41877

Hiring For NR Relationship Manager for renowned wealth Company.

Job Description : 

- Minimum Exp: 4-8 years- out of which atleast 2 years should be in NRI business

- Target Profiles : with NRI Wealth background, NRI RM profiles from Bank, AMCs, Broking, Securities.

Job Description :

- Sourcing NRI customers & thereby generating fee based income

- Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers

- Individually acquire and nurture relationships of the client through wealth products

- Generate new business to achieve defined sales targets

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places

 - Achieve the Targets set in terms of product mix

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals

- Ensure compliance with these RBI/FEMA/ SEBI policies and procedures on NRI investment.

- Responsible for generation of revenues through sale of Demat and broking and Third Party Products like PMS,AIF and Mutual Funds

- NRI Banking experience will be preferred

- Knowledge of the Banking Industry and Financial Markets

- Acquisition of NRI clients

- Maintain Relationship with NRI clients and raising funds in Capital Market and Banking Sector

- Aware about regulatory requirements of NRI investments in Capital Markets

- Knowledge about Banking Regulations

- Knowledge about PMS & Mutual Fund Distribution products in capital market

- Operational knowledge about Banks

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Hiral Nimavat
Sr. Resource Specialist
Call: (+91) 8347144417

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