Leading Financial Service company is looking for Relationship Manager(Wealth Management) based out of their setups in DELHI/NOIDA/GURUGRAM.  Job Description :   - Formulating The Strategies To Increase Client Base.  - Contact all mapped clients through daily/weekly/monthly calls, regularly  - Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company  - New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos,Bonds, (MAJOR MUTUAL FUNDS) Etc To HNI Clients.  - Preparation And Execution Of Financial Planning  - Risk Profiling Of Existing & New Clients.  - Regular Portfolio Review Of Existing & New Clients.  - Providing seamless & superior service delivery.  - Timely follow-up on all the product renewal opportunities uploaded in the system.  - Promote large ticket MF SIP's per month.  - Manage AUM & month on month growth of the same  Competencies:  - Achievement of Product wise targets.  - Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio.  - Regular contact with all mapped clients through daily/weekly/monthly calls.  - Resolution of queries of all mapped clients within TAT specified.  - Ensuring need based product approach towards clients & regular reporting of Product Penetration.  - Ensuring regular updation of call reports in relevant systems.  Karan Singh Sr. Consultant Mobile: +91 7835966503/9870327280

Delhi NCR

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Relationship Manager - Wealth Management - Financial Services  

Relationship Manager - Wealth Management - Financial Services   ,Job Description for Relationship Manager - Wealth Management - Financial Services   in Believers Management Consultant in  Delhi NCR Others for (4-12) years of experience. Apply Now!

Job Description for Relationship Manager - Wealth Management - Financial Services   in Believers Management Consultant in  Delhi NCR Others for (4-12) years of experience. Apply Now!