Partner at Shoolin Services Group
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Wealth Manager - Super HNI - Bank (3-12 yrs)
Job Description
Role: - Relationship Manager, Mumbai - Kalina location.
Role type: Individual contributor (target oriented). Candidate must have an existing book
Education Graduation / Post Graduation
Relevant Experience 3-12 years
Salary upto 25LPA
Key Responsibility Areas (indicative)
1. The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI).
2. Maintaining client relationships and generate AUM from preferred clients.
3. Counsel HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
4. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
5. Tracking deals in the unlisted space & to develop an ecosystem around these deals.
6. Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible be the first port of call for those clients. Deepen relationships with existing clients
Prerequisites Business acumen
Result oriented
Customer orientation
Solution oriented
Good communication skills
Eye for detail
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