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Relationship Manager - HNI Clients - Bank (5-8 Yrs) Bangalore (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice- To acquire Preferred clients (Affluent & Super Affluent)- To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients- To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients- To track the Affluent & Super Affluent Client segment in the market for new client acquisition- Should have 5-8 Years of work experience preferably in Private Bank/Wealth Management set-up - Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)- Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above - Graduate or Post Graduate- The person will be reporting to RM- The person should be dynamic and should have experience with HNI clients- The candiadate shoud have a good network in the the said market- The client will get the opportunity to work with a professional team with stability. (ref:updazz.com)

Payroll Type : Permanent
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About Employer
Updazz.com (Registered since July-2017)
JOGPEOPLECOM
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