Wealth & Relationship Manager - Bank

Wealth and Relationship Mnager

Who fits the role ?

- You need to be a postgraduate having 5 to 15 years of total work experience in sales to HNI, Ultra HNI and NRI clients.

- You must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa.

- Should be accustomed to acquiring, developing and managing clients.

- Experienced to sell products to HNI, Ultra-HNI and NRI clients.

- Candidates should be working in the following industries - banking, private banking, financial services, real estate and luxury products.

- Excel in selling products in the range of 50 lacs to 5 crores.

- Banking & private banking RM's should be having a portfolio of 50+ crores from which they are generating a revenue of 50+ lacs every year.

What are your responsibilities ?

1) Research, identify, connect and tenaciously generate new potential clients

2) Methodically qualify, build, and manage an accurate sales funnel

3) Strategically plan and achieve sales target annually

4) Maintain a high volume of activity including outbound calls, emails and ensure continuous client interaction.

5) Responsible for managing the end-to-end sales process for the artworks and collectibles through private sales & auctions.

What are your Competencies ?

- Knowledge- Luxury Sales, Financial Product Sales, Wealth Manager Client Relations & Retention

- Skills- Excellent communication skills, Excellent interpersonal skills, Good business & negotiation skills, Prospecting & client management, Mid-Level- Leadership skills

- Personal attributes- Pleasing personality, Presentation skills, Independent thinker, Self- Motivator

- Technical Skills- Proficient in MS Office suite of Program