Designation Relationship Manager / Senior RM
Business : PW
Department : PW - Sales
Location : Delhi
Employment Type: Full Time
Education Qualification Required (Please mention in detail) : MBA (Finance) from Tier I / II institutes only
Expected : Relevant Years of Experience: 3 - 8 yrs
Reports to : Vice President - PW
Key Skills Required:
- Capable of opening doors/ capable of fixing first meeting with HNIs
- Effective and clear communication both oral and written, Persuasive - selling skills
- Pleasing personality
- Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients.
Behavioral:
Integrity, Ability to establish trust, Strong analytical and interpretative skills, Self driven, Excellent communication skills, Excellent Presentation skills, Networking Ability - Team Player, Ability to work under time pressure and adhere to deadlines.
Technical (Software / IT related):
Strong on Excel, word and power point - Very important
Key Role Responsibilities :
- End to End - Client Relationship Management - advising as per risk profile of the client.
- Cold calling and acquiring new clients and creating his/her own pipeline of clients
- Should have knowledge of all capital market products for HNI- s, with a proven capability of working with the clients to service their needs related to these products.
- Will work within the boundaries of our business model using expertise of the product group and complying with requirements and processes in place for Private Wealth Team.
- Great ideation skills to structure deals as per client needs.
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