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20/06 HR
Consultant at Greenhill Consulting LLP

Views:239 Applications:48 Rec. Actions:Recruiter Actions:2

Relationship Manager - Wealth Management (5-12 yrs)

Mumbai/Delhi NCR/Chennai/Kolkata/Gujarat/Pune/Hyderabad/Bangalore Job Code: 1113406


- Responsible for new client acquisition, building new relationships and enhancing existing relationships with UHNI and FO clients.

- Revenue generation by in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

- Client Management: Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value

- Responsible for achieving targets as assigned by the organization on a monthly/quarterly basis

- 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 , AIFs etc

- 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

Requirements :

- Capital Market knowledge - Cash, F&O, Currency

- 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

- Strong Risk Understanding

- Strong experience in wealth management, client acquisition and relationship management

- High level of integrity

- Go-getter attitude

- Stable career path

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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