wealth manager Jobs in Bangalore - HRX Recruitworldcom

Leading Financial Services Company

Relationship Manager (Financial services)

2-6 Years

Graduate, MBA, CFP

• Responsible for acquiring Preferred clients (HNI/Ultra HNI having AUM 50 Lakhs to 2.5 Crores & above)
  
• Maintaining client relationships and generate AUM from preferred clients.
  
• Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  
• Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client’s portfolios.
  
• Monitor and address HNI clients banking and Investment requirements
  
• Use financial acumen and investment expertise to review a client s personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience thereby helping the client to reach his short term and long term investment goals
  
• Achievement of product -wise targets
  
• Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
  
• Resolution of queries of all mapped clients within TAT specified
  
• Relationship Building & Management with the customer for sales and services of financial products.
  
• To manage customers in the branch or through client visits & provide Financial / Investment Advisory, develop new relations through referencing & other sources.
  
• To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfilment of budgetary expectations of the organization