Wealth Relationship Manager Sales Private Bank (2 5 Yrs) Delhi (bfsi Sales)
Job Description
Roles and Responsibilities :- As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development - Handling of Client Relationships related to Financial Planning and Wealth Management.1. Monitor and address HNI clients banking and Investment requirements2. 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 goals3. Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness4. Achievement of product-wise targets5. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing the customer base of the portfolio6. Ensuring need based product approach towards clients and regular reporting of product penetration (ref:updazz.com)
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Job Detail
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Job IdJD3139157
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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 LocationDelhi, India
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EducationNot mentioned
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ExperienceYear