Relationship Manager - Wealth Management - Financial Firm

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.

Nidhi Bhargava
Sr. Executive-Talent Acquisition
Alpha Orion Consultants