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Relationship Manager

2.00 to 6.00 Years   Gurugram   24 May, 2019
hr24solutions
Job LocationGurugram
EducationNot Mentioned
SalaryRs 3.0 - 6 Lakh/Yr
IndustryBFC ( Non Banking Financial Services )
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

-

  • To acquire new HNI clients (Indian & foreigner)and pursue leads and prospecting.
  • Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service,seamlessly align service delivery for enhancedexperience; thereby helping the client reach short term and long term investment goals.
  • Focus on business development across liabilities, assets & fee to sustain and achievegrowth in relationship value, revenues & improved client stickiness.
  • Organizing customer meets / workshops involving presentationsin corporates.
  • Monitoring the portfolio of clients and rebalancing on needbasis and suggesting entry and exit strategy for the investors.
  • Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Insurance, Real estate,etc).
  • Co-owning the AUM and Revenue targets of the company.
  • Coordinating with multiple teams to ensure implementation of investments plan.
  • Ensuring clientcontactability at all times throughupdation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly /monthly calls.
  • Resolution of queries for all managed clients.
Skills:-
  • Excellentcommunicationandlistening skills.
  • ConfidenceandPresentation skills.
  • Understandingand interest in financial / banking products and markets.
  • Ability to analyze andresearch
  • Ability to explain complex information clearly
  • Good sales and negotiation skills
*Note: Relationship Manager for Wealth Management only

Keyskills :
bankinghniequitiesinsuranceealthmanagementhniacquisitionportfoliohnisalesinvestmenthniclienthandlingmutualfunds

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