Upgrade to Pro Member
Elara Capital - Regional Head - Wealth Relationship Management (12-20 yrs)
Regional Head - Wealth Relationship Management
Job description:
- Developing new product ideas to improve revenue generation
- Responsible for his team to acquire, manage and advise HNI Clients in all asset classes like AlFs, Equity, Mutual Funds, PMS, Bonds, Structured Products and Broking
- Generate leads and develop prospects, network to identify referrals to new clients
- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan
- To research, investigate and update the clients on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.
- Motivating team to achieve defined targets and retention of current manpower
- Periodic training sessions for the RMs/Clients on investments strategy, new processes and product views
- Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation
Desired Candidate Profile
- Should be relationship oriented with good inter-personal and people skills
- Impactful communication skills to effectively engage affluent consumers
- Exceptional track record of managing portfolio of HNI Clients
- Qualification: MBA/CA and NISM V-A, CFA / CPA desirable
- 12+years of experience
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
2-Step Verification - Action Required
We've updated our security procedures!
Your privacy and security are important to us. We've recently updated our security measures to make iimjobs.com safer and more secure for you. This change requires you to reset your password.
Please reset your password using the link sent to your email. If you did not receive any email, please check your spam folder..
