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Relationship Manager - Wealth Management

3.00 to 16.00 Years   Ahmedabad   07 Mar, 2023
DSP Eminence Consulting Services
Job LocationAhmedabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

    Wealth Manager for Leading Private wealth Management servicesLooking for RM - Wealth Management for Leading private wealth Management services- This would be open market acquisition sales profile and no support be provided at least for initial 6-8 months.- Responsible for acquiring new to the firm clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. - Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.- Analyze client portfolios and make necessary suggestions.- Monitor financial market trends to ensure that client plans are responsive.- Responsible for identifying customer needs and assessing their risk appetite- Responsible for achieving targets based on acquisition and revenue generation through investment products.- Responsible for business development through acquisition of high net-worth clients.- Create and enforce plans that will help meet the needs of the customer.- Understanding of market pulse, knowledge on investment products, understanding of wealth platform. Yogini VarandaniThis job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.,

Keyskills :
salesmarketinginsurancecustomer relationswealth managementrevenue generationbusiness development

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