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10/05 Alok Kumar
Consultant at Michael Page International

Views:1496 Applications:349 Rec. Actions:Recruiter Actions:84

Assistant/Senior/Vice President/Relationship Manager - Wealth - Financial Services (6-20 yrs)

Mumbai Job Code: 923483

Assistant Vice President/Vice President/Senior Vice President - Wealth RM - Financial Services Conglomerate

Client is a leading domestic financial services conglomerate with presence across various lines of business.

Key deliverables :

- Monitor and address HNI clients Investment requirements

- Identifying client in relevant segments

- Prospecting and engagements

- Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments)

- Leverage marketing and other tools to augment sales and relationship

- Ensure client retention and increase in wallet share

- Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long-term investment goals

- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle and risk profiling

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

Successful Candidates :

- Ability to manage relationships to improve relationship value of new & existing Clients

- 6-15 years experience in wealth experience in private wealth in Mumbai

- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

- Decision making skills with strong sense of ownership and ability to work under pressure

- Ensure compliance with key regulatory requirements

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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