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Relationship Manager/Business Development Manager - Private Wealth

2.00 to 6.00 Years   Patna   07 May, 2023
COE SOLUTION CONSULTING LLP
Job LocationPatna
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Profile - Relationship Manager /Business Development ManagerLocation: Mumbai, Patna, Ranchi, Vadodara, PanjimPosition Title: Asst. Manager / Manager /AVP Function: Client Relationship ManagementReports to: Regional Director / Vice PresidentReportees : NoneRole Context :- As relationship owner, responsible to Identify client needs and facilitate delivery of solutions to new and existing clients in line with firms financial planning framework and with the help of our Product and Investment Teams. - Acquire new Wealth Management prospects aligned to firms target market, develop new territories- Build and deepen relationships with existing affluent and HNI Customers to achieve increase in share of mind and wallet - Be able to work with colleagues across the organization to Cross Sell products and offer superior services to clients - Adhere to all company processes and policies, regulatory compliance and carry the organisations brand through developed functional and behavioral skills - Deliver business goals in terms of Assets under distribution or care, revenues and client acquisition as well as retention- Work with your line manager and HR to identify personal development and training needs- Decision-making skills with strong sense of ownership and ability to work under pressureSkills and Qualification- 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 - Post-graduate qualification would be preferred in Wealth/ Private Banking - Take ownership - research, diagnose, troubleshoot and identify solutions to resolve any issues - Strong process knowledge of the function (Financial Planning)CompetenciesPassion: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficultiesCustomer First: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, is accessible and responsiveCompliance with Conscience: Own norms are aligned with Organizational code of conduct & regulatory norms, consistently sets example by own conduct, always checks on grey areas with relevant authorityReports to:Regional Director/Vice PresidentEducational Qualification:Graduates with 5 to 10 years of relevant work experienceMBAs with 2 to 6 years of relevant work experience,

Keyskills :
marketingsalesregulatory compliancebusiness developmentclient acquisitionfinancial planningclient relationship

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