Senior Consultant at HR Devi Talent Acquisition
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Relationship Manager/Wealth Manager - BFS (2-7 yrs)
Location : Bangalore
Experience : 2 - 7 Years
Job Description :
Key Deliverable:
- Formulating The Strategies To Increase Client Base.
- Contact all mapped clients through daily/weekly/monthly calls, regularly
- Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company
- New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos,Bonds, Gold, Real Estate,Fmp & Capital Protection Fund Etc To HNI Clients.
- Preparation And Execution Of Financial Planning
- Risk Profiling Of Existing & New Clients.
- Regular Portfolio Review Of Existing & New Clients.
- Providing seamless & superior service delivery.
-Timely follow-up on all the product renewal opportunities uploaded in the system.
- Promote large ticket MF SIP's per month.
- Manage AUM & month on month growth of the same
Responsibilities :
- Achievement of Product wise targets.
- Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio.
- Regular contact with all mapped clients through daily/weekly/monthly calls.
- vResolution of queries of all mapped clients within TAT specified.
- Ensuring need based product approach towards clients & regular reporting of Product Penetration.
- Ensuring regular updation of call reports in relevant systems.
Desired Candidate Profile :
1. Excellent Communication Skill
2. Own Conveyance is a must.
- Candidate should be working as Relationship Manager /wealth manager, dealing in multiple product like MF, LI, GI, FDs
- Candidate should be in direct sales.(field sales)
- Candidate should hold minimum 1 crore AUM (one or less than one year experience candidate.)
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