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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