Relationship Manager - Preferred Client Group - Wealth Management

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