Q-66 - Relationship Manager - Sales - Wealth Management Services Firm (3-30 yrs) Ahmedabad/Bangalore/Chennai/Gujarat/Mumbai/Navi Mumbai/Pune (BFSI Sales/Marketing)

Q-66 - Relationship Manager - Sales - Wealth Management Services Firm (3-30 yrs) Ahmedabad/Bangalore/Chennai/Gujarat/Mumbai/Navi Mumbai/Pune (BFSI Sales/Marketing)

02 Jan
|
DSP Eminence Consulting Services
|
Ahmadābād

02 Jan

DSP Eminence Consulting Services

Ahmadābād

Looking for RM - Wealth Management for Leading private wealth Management services



Job Description:



- This would be open market acquisition sales profile and no support be provided at least for initial 6-8 months.



- Responsible for acquiring new to the firm clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.



- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.



- Analyze client portfolios and make necessary suggestions.



- Monitor financial market trends to ensure that client plans are responsive.





- Responsible for identifying customer needs and assessing their risk appetite



- Responsible for achieving targets based on acquisition and revenue generation through investment products.



- Responsible for business development through acquisition of high net-worth clients.



- Create and enforce plans that will help meet the needs of the customer.



- Understanding of market pulse, knowledge on investment products, understanding of wealth platform.



Yogini Varandani

The original job offer can be found in Kit Job:
https://www.kitjob.in/job/20593359/q-66-relationship-manager-sales-wealth-management-services-firm-3-30-yrs-ahmedabad-bangalore-chennai-gujarat-mumbai-navi-mumbai-pune-bfsi-sales-marketing-ahmadabad/?utm_source=html

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