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Relationship Manager - Wealth Management

Keywords / Skills : Relationship Manager Wealth Management, Business Development Manager, Liabilities, Wealth Management, Financial Consultant, Relationship Officer, Financial Advisor

2 - 5 years
Posted: 2019-01-15

Job Description
• To acquire new HNI clients and pursue leads and prospecting.

• Use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach 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.

• Organizing customer meets / workshops involving presentations in corporates.

• Monitoring the portfolio of clients and rebalancing on need basis and suggesting entry and exit strategy for the investors.

• Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Insurance, Real estate, etc).

• Co-owning the AUM and Revenue targets of the company.

• Coordinating with multiple teams to ensure implementation of investments plan.

• Ensuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly/monthly calls.

• Resolution of queries for all managed clients.


Vacancy - 2


About Company

A Company is in Finance Sector dealing in Wealth Management founded by a team of finance professionals based out of Gurgaon, to provide a platform to the emerging personal finance and wealth management needs of the individuals , family business and entrepreneurs.
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