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Relationship Manager Wealth

4.00 to 9.00 Years   Delhi   06 Dec, 2023
Job LocationDelhi
EducationNot Mentioned
SalaryRs 10 - 12 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    1)Critical
    • Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
    • Monitor financial market trends to ensure that client plans are responsive.
    • Must ensure the growth of AUM / Book Size
    • Responsible for achieving targets based on acquisition and revenue generation through investment products.
    • Responsible for business development through acquisition of high net-worth clients.
    • Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
    2)RoutineAnalyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetiteProvide regular updates to the immediate superior as and when requiredCreate and enforce plans that will help meet the needs of the customerQualifications:oEducational Qualifications:Graduation / Post Graduation in any disciplineoExperience: 4 Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.oDomain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platformIT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

Keyskills :
client relationship managementbankingrisk managementclient servicingcredit riskinvestment advisoryfinancial analysisportfolio managementwealth management

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