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Keywords / Skills : Wealth Manager, Relationship Manager, Portfolio Manager, Wealth Advisor, Business Development Manager

1 - 5 years
Posted: 2019-07-30

Job Description
Responsible for managing a key relationship of a very reputed and demanding NBFC

Responsible for managing overall business for assigned area (4-5 branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities and meeting overall target assigned on new business.

Responsible to establish productive, professional relationship with key personnel of assigned business vertical.

Responsible for all operations, customer servicing and customer retention activities for the assigned business verticals.

Responsible to drive business generation initiatives to achieve monthly, quarterly & yearly business targets along with assigned team of PSF.

Responsible for business tracking, analyzing and reporting business results at desired and periodic intervals to reporting authority.

Responsible for compliant business practices and ensuring that employees of business vertical comply with ethical business practices for Insurance sale.

Ability to deal with HNI Clients.

Responsible to maintain high channel satisfaction ratings that meet company standards

About Company

we work for a PAN india location at free of cost
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