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Relationship Manager - Centrum wealth ltd

3.00 to 8.00 Years   Delhi   21 Nov, 2022
Shoolin Services Group Hiring For Centrum wealth ltd
Job LocationDelhi
EducationNot Mentioned
SalaryRs 12 - 24 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Kindly find below the JD for the role of Relationship Manager.Location - PAN IndiaCompany - Centrum Wealth LimitedRole type : Individual contributor (target oriented). Candidate must have an existing bookEducation -Graduation / Post GraduationRelevant Experience - 3-10 yearsKey Responsibility Areas (indicative)
    1. The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI).
    1. Maintaining client relationships and generate AUM from preferred clients.
    1. Counsel HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
    1. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients portfolios.
    1. Tracking deals in the unlisted space & to develop an ecosystem around these deals.
    1. Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible be the first port of call for those clients. Deepen relationships with existing clients
    Prerequisites
    • Business acumen
    • Result oriented
    • Customer orientation
    • Solution oriented
    • Good communication skills
    • Eye for detail

Keyskills :
wealth managementportfolio managementhni acquisition

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