Assistant Manager at Rekrutindia
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Relationship Manager - Wealth Management Business (5-10 yrs)
Client Account Management
- Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
- Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
- Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration
- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
- Organize customer events to enhance customer bonding.
- Acquire new UHNI customers through converting referral leads.
- Compliance, Risk & Controls
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Appropriately assess risk when business decisions are made, demonstrating particular
- 5-8 years of experience
- Ability to manage relationships both internal and external; Ability to multi-task
- Mandatory certifications as required for selling financial products