Director at Alpha Orion Consultants
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Relationship Manager - Wealth Management - Financial Firm (5-10 yrs)
Role & Responsibilities:
PMS products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through a financial planning process.
- New client acquisition.
- Procuring the potential clients through networking, database, market analysis and references.
- Generating revenue and doing 360-degree financial planning by wealth management.
- Managing and improving relationship values through clients.
- Liaison with operations team to resolve queries and revenue generation.
- Comply with organizational guidelines and norms.
- Achieving financial goals and maintaining organization brand value.
- Extended financial planning and wealth management services to mapped clients. Interacted with clients, resolved their queries, and explained complex terminologies to them.
Kindly acknowledge me on the same.
Sr. Executive-Talent Acquisition
Alpha Orion Consultants
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