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\ , Junior Relationship Manager ( Wealth Management )

Keywords / Skills : Deliver Sales Targets, Build and deepen relationships

3 - 8 years
Posted: 2017-10-13

Industry
Recruitment/Staffing/RPO
Function
Sales/ Business Development
Role
Relationship Mgr/ Account Servicing
Posted On
13th Oct 2017
Job Ref code
60334948
Job Description

• The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects

• Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services

• Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet

• Acquire New Clients for the firm and also develop new territories.

• Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients

• Adhere to all company processes and policies, and carry the IIFL brand through developed functional and behavioral skills

• Deliver Sales Targets

• An advisor need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for IIFL Wealth Management while acquiring new clients as well Key Skills:• Excellent written and oral communication skills
• Strong Organizational Skills
• Experience in investment/financial services & knowhow of capital markets knowledge
• Strong Teamwork and Collaboration
• Relationship Management & Interpersonal skills
• Post-graduate qualification would be preferred in Wealth/ Private Banking

Experience: 3 - 9 years of experience

About Company

About Morpheus Consulting

Morpheus Consulting understands the dynamics attached to talent acquisition, relationship management and the required service levels within the regional industry. Our heritage is now our main strength as we continue to work within our core markets to deliver key account management and strong contingency recruitment practices to our clients and candidates.
Recruitment is a people-focused business – our success and growth are reliant upon our people. Our team of 130 consultants based in Middle east, Asia and Africa offer a blend of international recruitment experience, coupled with a platform of local market and industry knowledge.

Morpheus Consulting has its presence since 2007 and has established itself as a reputed recruitment specialist in its industry. With footprints in Asia, Africa and the Middle East, we offer professional and bespoke contingency and retained search services across a variety of industrial sectors. This vast experience, industry expertise and knowledge enables our consultants to identify and present the highest quality candidates to our clients, in line with their business objectives and culture.

We have built our brand by investing in people, whether it is our own consultants, candidates, or clients. This core value is central to our success, which underpins everything we do, and in return has translated into a successful and established Morpheus Consulting brand that our clients and candidates can trust.
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