Consultant at DelverveHR
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Relationship Manager - BFS (8-15 yrs)
- Acquire, develop and oversee relationships with UHNI Clients with an annual revenue potential of 10 lacs and above.
- Client Management: Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value.
- Monitor and analyze performance metrics and suggest Improvements.
- Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP) , PMS.
- Understand research and update oneself on available investment opportunities in line with markets.
- Servicing clients across the entire basket of products comprising of Equity, Funding and investment products.
- Understanding and expertise in various wealth products: MF, PMS, AIF, SP. Sound understanding of the wealth management business and hence the nuances of product structuring and customizations for HNWI client segments.
- Strong Funding Product knowledge: LAS, IPO, MTF.
- Capital Market knowledge - Cash, F&O, Currency
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