Wealth Relationship Manager Hni Nbfc
Job Description
We are hiring for Wealth Manager for various location.
Position- Wealth Relationship Manager (NBFC)
Experience- Min. 3 Years
CTC- Upto 35-40% Hike on current CTC
Location - Delhi, Mumbai, Pune, Ahmedabad.
Responsibilities-
As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a client personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his 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
- Achievement of product-wise targets.
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing the customer base of the portfolio.
- Ensuring need based product approach towards clients and regular reporting of product penetration
Products- Stock, MF, Derivatives, commodities, currency, Insurance, etc.
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Job Detail
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Job IdJD3182848
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationPune, Maharashtra, India
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EducationNot mentioned
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ExperienceYear