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Manager at InHapp Consultancy
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Associate Director - Relationship Management - BFS (8-20 yrs)
Job Summary
Section - A
- Job Description:
- Responsible for developing and maintaining strong long term key client relationships with the set of clients already in existence in order to extract maximum business by engaging in a professional and timely manner
- In-depth knowledge of clients wealth and family circumstances being a source of informal advice for trust related parties and advisers to the most complex issues adhering to professionalism and time management
- To trouble shoot, identify and rectify problems at an early stage
- To identify the needs of the clients and co-ordinate with the various departments to live up to the expectations of the clients in terms of client satisfaction and thereby, enabling smooth functioning
- To in-built confidence and trust in the clients
- Maximize client retention
- Responsible for increasing revenue and increase inflows of net new money, achieving growth by leveraging brand and its network
Job Summary
Section - B
Specific Skills Required:
- Relationship Building and Management
- Solution Framing ability
- Formulating Situation based solutions
- Ability to structure Investment Products meeting client requirement
- Balanced and Solution Oriented Mindset
- Personal Network Development
- Team Building
- Strong focus on customer service
Essential Functions:
- Excellent Communication skills
- Listening skills
- Analytical skills
- Understanding of Capital Markets and Investment products
- Transparency
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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