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Relationship Manager

8.00 to 13.00 Years   Gurugram   11 Jan, 2024
Zecruiters Jobconnect Private Limited
Job LocationGurugram
EducationNot Mentioned
SalaryRs 12 - 20 Lakh/Yr
IndustryReal Estate
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Description:This is a full-time on-site role as a PWM Relationship Manager/Client Partner located in Gurugram. The Candidate will oversee the delivery of exceptional Sales & service to clients, ensuring that all their needs are met, and their expectations are exceeded. Day-to-day tasks will include onboarding & Managing UHNW Clients Portfolio , monitoring and addressing any service issues, Acquiring & Growing wallet share on AUM & Revenue for these Clients , collaborating with cross-functional teams to enhance Knowledge the client experience.
    • Managing the 360 Degree relationship of clients and responsible for overall growth of Investment business from HNI segment
    • Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
    • Identify current and potential relationship with additional revenue potential and grow.
    • Achieving Sales targets spread across Revenue ,Investments AUM, Insurance ,Assets, Investment Banking , Onboarding RRP etc.
    • Proactively sell the full range of Advisory solutions , & Investments product to current and potential HNI Relationships
    • Ensuring Monthly /quarterly /weekly client meetings & following client onboarding journey as per process laid down by the management .
    • Engaging with MF product and Central team for doing Monthly /By Monthly Client Portfolio Reviews.
    • Increase Investment wallet share in allocated portfolio either through Deepening or Acquisition.
    • Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with companys KRA
    • Financial Markets product knowledge
    • Financial Analysis and risk management knowledge
    • Communication and presentation skills
    • Client relationship management skills, ability to manage and prioritize multiple tasks and projects within a fast-paced environment
    • Business understanding of client business models with acumen on new client acquisitions
    • Sales skills with excellent negotiation, presentation and client acquisition skills
    • Understanding of recent technologies in Financial Markets & Business.
    • Deal closure and execution skills
    • Strong cross - cultural awareness and interpersonal skills
    • High degree of integrity, ethical conduct, and professionalism.

Keyskills :
wealth managementwealth advisory

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