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05/02 Ramkumar
HR Head at Minions Ventures Pvt Ltd

Views:892 Applications:170 Rec. Actions:Recruiter Actions:155

KredX - Relationship Manager - Investor Sales - HNI/UHNI Segment (5-9 yrs)

Delhi/Delhi NCR Job Code: 1044291

It requires the candidate to do Business Development, market scoping, arrange meetings, prepare pitches/decks, present it to Corporates, HNI and UHNI, manage follow-ups to sell products.

- Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.

- Ensure high level of client ownership, service orientation and satisfaction

- Educate HNI's UHNI's and corporates of new products or product enhancements to further expand the relationship.

- Plan and conduct special sales initiatives and events for prospective and existing HNI / UHNI / Corporate clients.

- Maintain complete relationship record for assigned HNI / UHNI / Corporate accounts.

- Track customer complaints/queries and turnaround times for customer satisfaction

Requirements:

- 5-7 years of experience in banking / finance sector as a wealth RM / RM.

- Knowledge/ Experience of selling Third party revenue products like PMS /Bonds / AIF would be given weightage.

- Looking for someone who is highly structured and can create order and rigor in running the organization

- Should be a confident communicator, driven & tenacious.

- Should possess strong written and verbal communication skills.

- Should be a team player.

- Should be able to influence team members across all levels without the need for direct authority

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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