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Senior Wealth Relationship Manager

7.00 to 12.00 Years   Delhi   27 Feb, 2024
DREAMS SOLUTIONS
Job LocationDelhi
EducationNot Mentioned
SalaryRs 12 - 24 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Urgent Requirements for Senior Wealth Relationship ManagerLocation- Delhi,Dehradun,ChandigrahCtc-12 Lpa to 24 LPaExperience- 8 yrs Age- Upto 40 yrsJob Role: The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet Acquire New Clients for the firm and also develop new territoriesBe 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 IIFL 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 IIFL Wealth Management while acquiring new clients as wellJob Requirements: Excellent written and oral communication skills Strong Organizational Skills Experience in investment/financial services & knowhow of capital markets knowledge Strong Teamwork and Collaboration Relationship Management & Interpersonal skills 10 plus years of experience with large investment books Post-graduate qualification would be preferred in Wealth/ Private BankingInterested Candidate Can apply and share updated at hidden_emailHR Jyotihidden_mobile

Keyskills :
hni client handlinghni acquisitionnisminvestment bankingmutual funds saleshni salesrelationship managerwealth manager

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