Relationship Manager – Wealth Management

Full time Brainamaze in Accounting / Finance
  • Sector 49, Gurugram, Haryana, India View on Map
  • Post Date: March 28, 2019
  • Salary: Rs400,000 - Rs650,000 / Annual
  • View(s) 211
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Job Detail

  • Career Level Manager
  • Experience 3 Years
  • Qualifications B.A.B.B.AMBAPGDM

Job Description

Job Description: Relationship Manager – Wealth Management

  • To acquire new HNI clients and pursue leads and prospecting.
  • Use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals.
  • Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.
  • Organizing customer meets / workshops involving presentations in corporates.
  • Monitoring the portfolio of clients and rebalancing on need basis and suggesting entry and exit strategy for the investors.
  • Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Insurance, Real estate, etc).
  • Co-owning the AUM and Revenue targets of the company.
  • Coordinating with multiple teams to ensure implementation of investments plan.
  • Ensuring client contactability at all times through 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.

Required skills

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