Wealth Relationship Manager - Procuring the potential clients through networking, database, market analysis and references. - Generating cross-sells revenue and doing 360-degree financial planning by wealth management for products like CASA,FD - Managing and improving relationship values through clienteling. - Liaison with operations team to resolve queries and revenue generation. - Comply with organizational guidelines and norms. - Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through a financial planning process. - 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.

Mumbai

Wealth Relationship Manager - BFSI 

Wealth Relationship Manager - BFSI  ,Job Description for Wealth Relationship Manager - BFSI  in Alpha Orion in  Mumbai for (6-10) years of experience. Apply Now!

Job Description for Wealth Relationship Manager - BFSI  in Alpha Orion in  Mumbai for (6-10) years of experience. Apply Now!