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Recruitment Consultant at DSP Eminence Consulting Services
Views:892 Applications:119 Rec. Actions:Recruiter Actions:7
Relationship Manager - Private Wealth - HNI (5-20 yrs)
- 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
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