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Relationship Manager-Wealth For an NBFC /Delhi

10.00 to 20.00 Years   Delhi   31 Jan, 2025
Acura Solutions Hiring For Relationship Manager
Job LocationDelhi
EducationNot Mentioned
SalaryRs 22 - 34 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Role & responsibilities1. Client Acquisition & Portfolio Management:
    • Acquire new HNWI clients and deepen relationships with existing customers.
    • Develop a portfolio of clients by offering customized wealth solutions.
    • Conduct periodic portfolio reviews and recommend suitable investment products.
    2. Investment Advisory & Wealth Planning:
    • Provide advisory services on equity, debt, mutual funds, structured products, alternate investments, and insurance.
    • Assist clients in financial planning, including tax planning, estate planning, and retirement solutions.
    • Keep clients updated on market trends, investment opportunities, and regulatory changes.
    3. Cross-Selling & Revenue Generation:
    • Drive revenue through cross-selling of various wealth management products.
    • Collaborate with internal teams to offer loans, insurance, and other financial services.
    • Meet sales and revenue targets as per the business plan.
    4. Compliance & Risk Management:
    • Ensure all transactions comply with NBFC regulations and internal policies.
    • Conduct due diligence and risk assessment before recommending investment products.
    • Maintain accurate records of client interactions and financial transactions

Keyskills :
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