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Relationship Manager Wealth Management - Start up Company - Gurgaon

Keywords / Skills : sales, relationship management, portfolio management, rm, relationship manager, assistant relationship manager, senior relationship manager, wealth management, wealth manager, hni clients, lead generation

Posted: 2019-01-10

Industry
Recruitment/Staffing/RPO
Function
Advertising/Entertainment/Media
Role
Account Servicing
Posted On
10th Jan 2019
Job Ref code
051018001944
Job Description
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 company's 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.

Responsibilities
Acquire and build AUM
Maximize profit and achievement of the growth of premier clients
portfolio.
Build effective relationship with clients to retain and develop sustainable
relationships.
Do regular reviews with clients to understand their current & long term
needs and advise them on the services that help them achieve their
goals.
Through disciplined portfolio management, develop strategies to
increase wallet share of existing clients & actively manage a prospect
pipeline.
Resolve customer complaints quickly and effectively
Aim to preserve customers and renew contracts
Approach potential customers to establish relationships
Gain solid knowledge of competitors

Call - 9949832454
email : [HIDDEN TEXT] Desired Candidate Profile
Please refer to the Job description above

About Company

2Coms Consulting Pvt Ltd. www.2coms.com
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