wealth manager Jobs in Bangalore - HRX Recruitworldcom

wealth manager
HRX Recruitworldcom
2 to 3+ Years
20000 - 50000 Per Month
HRX Recruitworldcom
Last Date 07 Jan 2017

HRX Recruitworldcom - Job Details

Date of posting: 08 Nov 16

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

Hiring Process : Face to Face Interview

Job Role : Others

About HRX Recruitworldcom

Welcome to HRx Recruitment Consultants Pvt. Ltd.

We are a young placement and recruitment company with experienced and dedicated professionals guiding the company’s vision to be one of the premier service providers in the placement and recruitment space nationwide

This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us

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HRX Recruitworldcom recruiting wealth manager Experienced(2 to 3+ Years) candidates in Bangalore. The HRX Recruitworldcom vacancies for wealth manager is filled through Face to Face Interview etc.
HRX Recruitworldcom jobs for Experienced(2 to 3+ Years) candidates are very common in nature as the company recruits a lot of Experienced(2 to 3+ Years) candidates every year based on the skills . The candidates with MBA/PGDM are selected to full fill the vacancies in Others job field. The Experienced(2 to 3+ Years) candidates applying for wealth manager should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to HRX Recruitworldcom recruitment, Experienced(2 to 3+ Years) candidates are mostly chosen for the department Others. To learn more about the current jobs and other details, it is better to go through official site of HRX Recruitworldcom and Freshersworld. The Freshersworld is a leading employment portal that researches the official site of HRX Recruitworldcom and provides details about the current vacancies, the application process, selection process, test details, important dates and other information.