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Executive Search Consultant at TruLux
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Relationship Manager - Private Wealth - Banking (7-12 yrs)
Opening - Relationship Manager-Private Wealth
Location - Mumbai/Delhi
Company - Leading Financial Services Firm
Role & Responsibilities:
- Accountable for the performance of individual's own client book.
- Deliver Net New Cash, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).
- Generate healthy pipeline of target market prospects and convert them into clients.
- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products.
- Grow client portfolio size by deepening existing customer relationships.
- Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.
- Deliver, monitor and review solutions to clients based on client investment profile and in consultation with central product & research team
- Conduct periodic reviews of client accounts in accordance with established procedures.
- Deliver profitable growth by controlling costs and mitigating operational losses.
- Comply with applicable rules, regulations and processes as defined by regulators / management
- Demonstrable and relevant experience in the Private Wealth Management industry
- Licenses and Certifications/accreditations - as required by role remit and responsibility
- Professional Memberships - as required by role remit and responsibility
- Sound knowledge of financial markets and investment products
- Good communication and presentation skills
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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