Posted By
Paridhi Maheshwari
HR Head at Skillflix Consultancy India Private Limited
Last Login: 05 December 2024
Posted in
Sales & Marketing
Job Code
1461128
Relationship Manager - Wealth Management
Job Description :
- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.
- Need to ensure growth of AUM or book size.
Key Deliverables :
- Critical Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size.
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
- Routine Analyse client portfolios and make necessary suggestions.
- Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite.
- Provide regular updates to the immediate superior as and when required.
- Create and enforce plans that will help meet the needs of the customer.
Role Requirements :
- Educational Qualifications : Graduation / Post Graduation in any discipline.
- Experience : 5+ Years of Wealth Management experience in the industry.
- Must be from Wealth Platform or banking background.
- Domain Knowledge : Understanding of market pulse, knowledge on investment products, understanding of wealth platform.
- IT Skills : MS Office / MS Excel / AMFI / IRDA (Certification).
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Posted By
Paridhi Maheshwari
HR Head at Skillflix Consultancy India Private Limited
Last Login: 05 December 2024
Posted in
Sales & Marketing
Job Code
1461128