Manager Wealth Relationship Bank (3 8 Yrs) Mumbai (bfsi Sales/marketing)

Year    Mumbai, Maharashtra, India
Shoolin Services Group
5 Current Jobs Openings
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Job Description

Wealth Relationship Manager (HNI/Ultra HNI Clients) Key Responsibility Areas (indicative) : 1. The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI).2. Maintaining client relationships and generate AUM from preferred clients.3. Counsel HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients4. Track the HNI/Ultra HNI segment in the market for new client acquisition. - To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.5. Tracking deals in the unlisted space & to develop an ecosystem around these deals.6. Act as the primary point of contact and overall relationship manager for those clients. - Support the client wherever possible be the first port of call for those clients. - Deepen relationships with existing clientsPrerequisites :  - Business acumen- Result oriented- Customer orientation- Solution oriented- Good communication skills- Eye for detail (ref:updazz.com)

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Job Detail

  • Job Id
    JD2953552
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year
 
 
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