Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
02/06 Vaishnavi
HR Business Partner at Step Up Find

Views:69 Applications:26 Rec. Actions:Recruiter Actions:16

Wealth Relationship Manager - HNI Clients (4-18 yrs)

Pune/Ahmedabad/Vadodara/Baroda/Surat/Kolkata/Chennai/Bhubaneshwar Job Code: 275953

Opportunity in Top Finance Company for Wealth Relationship Manager

Exp:- Min 4Yrs in Wealth Product handling HNI Clients

Loc:- Pune, Kolkata, Surat, Indore, Vadodara, Ahmedabad , Bhubaneshwar, Chennai

CTC:- 16Lpa

If you are interested for this kindly share your cv

Or WhatsApp:- 7498155011

Job Description

Roles & Responsibilities :

- Handling HNI Clients wealth product like Mutual Funds, PMS, Insurance, FD, RD

- Give Lead & Reference

- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.

- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.

- Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients

- Profiling Customers and provide financial products to meet customer needs

- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs

- To Enhance & Retain customer profitability by capturing larger share of Wallet

- Ensure profitability of the portfolio: Generate high Income per Customer

- Acquire new customers who meet product criteria through cross-refer

- MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM, IRDA certified

Add a note
Something suspicious? Report this job posting.