Upgrade to Pro Member
Leadership Hiring/Candidate Delight at Staffio HR
Views:1798 Applications:5 Rec. Actions:Recruiter Actions:2
Senior Wealth Manager - HNI/UHNI (2-6 yrs)
Exp: 2 - 6 years
- Candidates from Wealth Management, Broking, Securities, Automobiles (Should have good portfolio)
- Should have handled Book size/Ticket size of Rs 15-20 Crs.
- The Relationship Manager will be responsible for acquiring new clients (NTB)
- Maintaining client relationships and generate revenue.
- Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To coordinate with product and research team (Centralize Team) for taking investment decision for the clients.
- Coordination with KYC team for documentation and compliance
- Acquiring, growing and deepening of large-customer relationships through effective relationship management.
- Achieve defined targets in terms of new customers added, mobilization and revenue
- Achieve a high percentage of customer satisfaction and retention.
- Achieve the Targets set in terms of product mix.
- Analyze the financial needs for the customers and suggest investment avenues in line with the Risk Profile.
- Work closely with the advisory team to manage customers investments
- Periodic Portfolio reviews for all customers
- Update & maintain all relevant MIS (Calls, Prospects, conversions, Business achieved, etc.)
- Serve as the one-point contact to the High Net Worth customers.
Key points -
- Candidate should have at least 2 years of experience into equities acquisition.
- Should have an experience handling HNI/UHNI Clients
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
2-Step Verification - Action Required
We've updated our security procedures!
Your privacy and security are important to us. We've recently updated our security measures to make iimjobs.com safer and more secure for you. This change requires you to reset your password.
Please reset your password using the link sent to your email. If you did not receive any email, please check your spam folder..
