Senior Relationship Manager - Wealth - Financial Services Firm

9.00 to 13.00 Years Delhi 31 Jul, 2023

Job Location	Delhi
Education	Not Mentioned
Salary	Not Disclosed
Industry	Management Consulting / Strategy
Functional Area	Finance / Accounts / Tax
EmploymentType	Full-time

Job Description

Major Deliverables:- Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.- Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients- Profiling Customers and provide financial products to meet customer needs- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs- To Enhance & Retain customer profitability by capturing larger share of Wallet- Ensure profitability of the portfolio: Generate high Income per Customer- Acquire new customers who meet product criteria through cross-referencing.- Person should have existing database of clients with him.- Mutual Fund Sales, LIC of HDFC life & PMS, cross sell of products- LAP/HL,LASSpecialized job competencies: - Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth,

Keyskills :
marketingfinancial analysisbusiness analyticsportfolio performance analysiscommercial modelsinsurancebankingservice deliverysales

APPLY NOW

Senior Relationship Manager - Wealth - Financial Services Firm Related Jobs

General Manager

Aeroaids Corporation

10.00 to 14.00 Years Delhi 02 May, 2024

Keyskills :
Industrial SalesOEM SalesSales PromotionMarketingMarket KnowledgeTechnical Product Support

View & Apply
Senior Civil Structural Engineer

Quality Austria Central Asia Pvt Ltd

15.00 to 19.00 Years Delhi 02 May, 2024

Keyskills :
Civil Engineering DesignStructural AnalysisStructural Engineering

View & Apply
Regional Sales Manager

WSAudiology

10.00 to 14.00 Years Delhi 02 May, 2024

Keyskills :
Sales strategiesPerformance evaluationField force managementTalent managementAnalytical skillsEffective communicationSales team managementCoaching

View & Apply
Senior Credit Analyst - SME (Small & Medium Enterprise)

skillventory - A Leading Talent Research Firm

12.00 to 16.00 Years Delhi 02 May, 2024

Keyskills :
Financial analysisRisk evaluationRegulatory complianceCredit assessmentsCredit proposals

View & Apply
Specialist Security Devices and Networks/ Senior Manager ...

Akal Information Systems Ltd

10.00 to 14.00 Years Delhi 02 May, 2024

Keyskills :
SwitchFirewallProxyIDSIPSStrong leadershipTechnical expertise in Security OperationsA deep understanding of cybersecurity best practicesExperienced in managingtroubleshooting perimeter security devices such as RouterSIEM UEBASOARSelfmotivated wi

View & Apply
Regional Manager - Collections | North

TVS Credit Services Ltd

15.00 to 19.00 Years Delhi 02 May, 2024

Keyskills :
Collections ManagementLeadershipStrategic PlanningCustomer Relationship ManagementCompliance ManagementData AnalyticsReportingTrainingCoaching

View & Apply
Chief, Strategic Communications - P-5

International Fund for Agricultural Development (IFAD)

10.00 to 14.00 Years Delhi 02 May, 2024

Keyskills :
Strategic CommunicationsMedia OutreachSocial MediaVideo ProductionReputation ManagementInternal CommunicationWebDigital CommunicationsCampaigns

View & Apply
Branch Manager - Retail Branch Banking

RESURGO CONSULTANTS PRIVATE LIMITED

10.00 to 15.00 Years Delhi 02 May, 2024

Keyskills :
branch bankingretail branch bankingretail bankingbranch handlingbranch managementbranch head

View & Apply
Outbound Tour Executive

Wami Outsourcing Services (OPC) Pvt Ltd

8.00 to 13.00 Years Delhi 02 May, 2024

Keyskills :
tourstourism

View & Apply
Channel Sales & MSSP Head -India - Cyber/Network Security Exp is...

SonicWall

10.00 to 20.00 Years Delhi 02 May, 2024

Keyskills :
Channel SalesPartner ManagementBusiness DevelopmentNetwork SecurityPeople ManagementMarket PenetrationRelationship BuildingSales Initiatives

View & Apply

Senior Relationship Manager - Wealth - Financial Services Firm

Job Description

Senior Relationship Manager - Wealth - Financial Services Firm Related Jobs

General Manager

Senior Civil Structural Engineer

Regional Sales Manager

Senior Credit Analyst - SME (Small & Medium Enterprise)

Specialist Security Devices and Networks/ Senior Manager ...

Regional Manager - Collections | North

Chief, Strategic Communications - P-5

Branch Manager - Retail Branch Banking

Outbound Tour Executive

Channel Sales & MSSP Head -India - Cyber/Network Security Exp is...

Jobs By Category

Jobs By Skills

Jobs By Location

Main Menu

Jobseekers

Employers