Relationship Manager - Wealth - NBFC About Client : - Our client, a leading financial services company based in Mumbai, India, is seeking an experienced Relationship Manager - Wealth to join their team. - The successful candidate will be responsible for monitoring and addressing HNI clients' investment requirements, using financial acumen and investment expertise to align clients' needs, and helping clients reach their short-term and long-term investment goals. - The ideal candidate should have excellent communication skills, possess strong leadership qualities, and have the ability to work collaboratively with cross-functional teams. - They should be able to demonstrate a proven track record of achieving business targets, building and managing relationships with clients, and possess excellent problem-solving skills. Position : Relationship Manager - Wealth Location : Mumbai Experience : 4-6 years in managing wealth of HNI/Ultra HNI clients Education : Graduate/MBA/Equivalent Key Responsibilities : - Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle and risk profiling - Formulate outbound and inbound sales plan to acquire new HNI clients for increasing the customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the client's risk profile - Ensuring client contactability at all times through the updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly/monthly calls - Resolution of queries for all managed clients within TAT specified Desired Candidate Requirements : - Graduate/Post Graduate in any stream (MBA preferred) - 4-6 years of experience in managing HNI/Ultra HNI clients - Strong financial product and technical competence in the understanding, development, and delivery of holistic investment solutions - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Proficiency in English as well as in the native language spoken by the clients to be covered for the relevant market - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and the ability to work under pressure If you have the relevant experience and are passionate about making a difference in the financial services industry, we would like to hear from you. This is an excellent opportunity to join a leading financial services company and grow your career as a Relationship Manager - Wealth in Mumbai.

Mumbai

Relationship Manager - Wealth Segment - NBFC 

Job Description for Relationship Manager - Wealth Segment - NBFC  in Hireginie Talent Cloud Pvt Ltd in  Mumbai for (4-6) years of experience. Apply Now!