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15/03 Abhai Srivastava
Business Unit Manager at Globalhunt India Private Limited

Views:260394 Applications:1425 Rec. Actions:Recruiter Actions:15

Relationship Manager - Preferred Client Group - Wealth Management (2-10 yrs)

Delhi/NCR/Mumbai/Bangalore/Hyderabad/Kolkata/Chennai/Pune/Gujarat Job Code: 431069

Salary range: 10.0 lacs to 20.0 lacs

We have opening on Urgent Basis:

Organization: Leading Financial Distribution Firm (Wealth Management Firm)

Location: Delhi/NCR/Mumbai/Bangalore/Hyderabad/Kolkata/Chennai/Pune/Gujarat

RELATIONSHIP MANAGER - PREFERRED CLIENTS GROUP (Wealth Management) :

Key Job Responsibilities :

1. Manage and generate cross sell revenue from preferred clients.

2. Acquire preferred clients

3. Provide financial planning services to all assigned and acquired preferred clients.

4. Responsible for all cross sell related servicing to assigned clients.

5. Ensure client meetings as per defined norms.

6. Maintain records of business on internal software.

7. Liaison with Branches and other Vertical Heads for revenue generation and query resolution.

8. Ensure compliance as per various regulator and organization guidelines.

If you are interested please send your updated resume with following Details:

Current CTC:
Current Organization:
Total Relevant Experience:
Internal HR Grade:
Reporting to:
Current Location:
Preferred Location:
Notice Period:

Abhai Srivastava
9582895949

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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