Select Relationship Manager - Wealth

Select Relationship Manager - Wealth

Exp: 3-12 years

Loc: Delhi

Primary Skills: HNI Client Handling, AUM portfolio, DSR, Lead Generation, cross selling

Skills Required:

- Acquiring and managing business (HNI and ultra HNI).

- Inreasing the liability book and investment AUM portfolio size.

- Ensuring adherence to compliance processes and guidelines.

- Advice clients on their product requirement to maximise their investments.

- Develop new client relations through references.

- Generate the cross selling business from existing clients by cross selling other products (Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund, Credit Card and Forex).

- Maintain and develop client relationships and periodic visit to existing clients.

- Manage and track the leads and maintain DSR on regular basis.

- Profiling Customers and provide financial products to meet customer needs.

- Ensuring the highest levels of service to the High Net Worth customers.

- Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio.