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Relationship Manager(team Lead)wealth Management in Gurgaon

Keywords / Skills : Relationship Management, Wealth Management, Team Leading, teams leader, lead team, HNI Client Handling, HNI Acquisition, Portfolio Management, Investment Banking, private banking

Posted: 2019-01-10

Account Servicing
Posted On
10th Jan 2019
Job Ref code
Job Description
Greetings from 2Coms Hyderabad.

Urgent opening for Relation ship manger(Team Lead) in Gurgaon.

It is for a start up Company.

JD is below.

We are launching a full stack personal finance platform that aims to provide solutions to investors ranging from Wealth management, investments, microsavings, taxation, lending, expense management and portfolio management. Our aim is to democratize and simplify these services by leveraging Machine Learning, AI and data Science. We aim to solve problems across customer segments comprising the masses, affluent middle class and HNIs. The company is backed by large foreign institutional investors. The founding team has a successful track record in the Indian consumer tech industry.
Job brief
We are looking for a Relationship Manager to build and preserve trusting relationships with our customers.
Well rely on you to find ways to outperform our competition and maintain our companys positive image by providing the best solution to the financial needs of the clients.
To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers.
We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills.

A Relationship Manager is required to interact with customers for most part of his/her day and so good communication and presentation skills are a prerequisite for the job.The job also requires thorough financial and Mutual funds sector knowledge in order to provide sound and reliable advice to clients.

The major skills and competencies that employers look for are:
Excellent people management skills
Client driven with a strong focus on quality of service
. Strong interpersonal communication skills.
An Excellent understanding of financial planning, wealth management, MF industry & understanding client needs.
Ability to analyze and research information
Ability to explain complex information clearly and simply

Should have experience in Handling HNI clients & Customers.
Wealth management
Portfolio Managemnt

Kindly reach me on [HIDDEN TEXT]

Kindly share your resume ASAP.

Desired Candidate Profile
Please refer to the Job description above

About Company

2Coms Consulting Pvt Ltd. NBFC
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