Recruitment Consultant - Private Banking & Wealth Management at Michael Page
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Relationship Manager - Private Client Group - Financial Services Firm (4-15 yrs)
- Managing high net-worth clients' financial circumstances
- Focus on maintaining a strong relationship with high net-worth clients
About Our Client
Our client is a diversified financial services firm
Job Description
- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with the book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.
The Successful Applicant:
- You will have sound knowledge of financial industry
- You will have the ability to influence and drive stakeholders
- You will have excellent written and verbal communication skills
What's on Offer:
- Excellent opportunity to be a part of fast growing organization
- Excellent career growth with market leading remuneration
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