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Relationship Manager (HNI & NRI Clients) for a Boutique Finance Company

Keywords / Skills : Relationship Manager, Wealth Relationship Manager, Relation Manager, Relationship Executive, Relationship Officer, Business Development Manager, Private Banker, Wealth Manager, Wealth Relationship Manager, Private Banking, Portfolio Manager, Wealth Advisor, Pers

4 - 8 years
Posted: 2019-04-24

Job Description
Dear Candidates,

Please find the Job Description and Key Attributes for the above Profile. 

Good Salary with attractive incentives.International Travel. Opportunity to be a part of a young and dynamic team guided by seasoned professionals.

The Job Location is Mumbai. Candidates from mumbai,thane and navi mumbai can apply. Financial Industry Experience must. 

Revenue Generation:

1. Acquire, retain, and deepen portfolio to maximize sales performance to achieve revenue targets through, wealth management products, real estate products, asset related products (secured, unsecured) and any other products being offered by the organization.

2. Portfolio management.

3. Grow AUM and Sales revenue on a month on month basis.

4. Support Managers in developing and implementing action plans to achieve business objectives.

5. Increase product per customer on a regular basis within current customer base.

6. Organize and participate in all promotion activities organized at the organization.

Operational Governance.

1. Ensure all processes are followed to ensure that there are no operating losses/ Frauds.

2. Accurate and timely processing of customer instructions

3. Ensure adherence to KYC Norms.

4. Maintain standards to comply with Company Audit.

Customer Experience Management

1. Ensure effective relationship management by monitoring the movement of the customers and implement a customer retention program.

2. Minimize rejections and customer complaints to create a wow experience.

3. Hold periodic customer meets and branch promotions to generate more business.

4. Customer query handling / complaint resolution.

5. Specific initiatives taken to improve service and reduce bottlenecks and customer complaint

6. Customer visits as per laid down call frequency. 

Key Attributes.

Excellent communication and listening skills.

1. Confidence and Presentation skills.

2. Understanding and interest in financial products and markets

3. Ability to analyze and research information.

4. Ability to explain complex information clearly and simply.

5. Good sales, negotiation & influencing skills.

6. Excellent Customer Relationship Management skills.


Thanks & Regards,

Viraj 
Mobile - 9820327450


About Company

Leading Placement Company.
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