Wealth Management - Relationship Manager

4.00 to 9.00 Years Bangalore,Chennai, Hyderabad, Delhi 02 Dec, 2024

Job Location	Bangalore,Chennai, Hyderabad, Delhi
Education	Not Mentioned
Salary	Rs 7 - 14 Lakh/Yr
Industry	Broking
Functional Area	Security Services
EmploymentType	Full-time

Hiring for Wealth Management - Relationship Manager || Leading Broking Experience: 5 years in wealth productsHandling AUM minimum 15 crore Qualification: Graduate Immediate joiners to 30 days Notice PeriodLocation: Delhi, Hyderabad, Bangalore, Jaipur , Chandigarh , Chennai , VododaraJob Role: The Relationship Manager will work as an wealth advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, manage the portfolio and acquire new prospects (High Net worth (HNI) and Ultra High Net worth individuals (UHNI)) - Identify customer needs and provide them with appropriate financial planning assistance and asset allocation with the help of our Investment Advisory services- Build and deepen relationships with existing HNI and UHNI Customers to achieve increase in share of wallet- Manage Portfolio & Acquire New Clients for the firm and also develop new territories.- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients- Adhere to all company processes and policies, and carry the brand through developed functional and behavioral skills- Deliver Sales Targets- An advisor need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for Wealth Management while acquiring new clients as wellShare resume on hidden_emailRegards,Jasmine Kaur || HRhidden_mobile

Keyskills :
wealth managementcross selling

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