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20/04 Anabelle Dsouza
HR at IIFL Wealth

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IIFL Wealth Management - Relationship Manager - Wealth Management Domain (3-9 yrs)

Pune Job Code: 817353

Job Role:

- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects

- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services

- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet

- Acquire New Clients for the firm and also develop new territories.

- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients

- Adhere to all company processes and policies, and carry the IIFL brand through developed functional and behavioral skills

- Deliver Sales Targets

- An advisor need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for IIFL Wealth Management while acquiring new clients as well

Job Requirements:

- Excellent written and oral communication skills

- Strong Organizational Skills

- Experience in investment/financial services & know-how of capital markets knowledge

- Strong Teamwork and Collaboration

- Relationship Management & Interpersonal skills

- 3 - 9 years of experience

- Post-graduate qualification would be preferred in Wealth/ Private Banking

Women-friendly workplace:

Maternity and Paternity Benefits

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