Key Responsibilities
- Acquire new clients and build strong, long-term relationships.
- Drive client activation, retention, and wallet share growth.
- Generate business through broking, Mutual Funds and other TPP/investment products.
- Understand client investment requirements and provide suitable investment solutions.
- Drive AUM mobilization, revenue generation and cross-selling/upselling.
- Achieve defined business targets through effective client acquisition and relationship management.
- Develop and maintain a strong client base with focus on quality and sustainable revenue.
- Coordinate with internal teams to ensure seamless client servicing and business conversion.
- Business generation through TPP products / Wealth Solutions.
- Focus on client acquisition, activation, AUM mobilization and revenue growth. Required Skills
- Solid relationship management and client acquisition skills.
- Good understanding of Investment Products and Wealth Solutions.
- Strong knowledge of Broking, Mutual Funds and TPP products.
- Strong sales orientation with a proven ability to achieve business targets.
- Ability to acquire, activate and retain clients.
- Excellent communication and interpersonal skills.
- Strong cross-selling and upselling capabilities.
- Ability to build long-term client relationships and increase wallet share.
- Result-oriented approach with comfort in working against defined business metrics. share updated CV with Relevant Industry exposer
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📌 Urgent Hiring Wealth Manager II Religare Broking (Delhi)
🏢 Religare Broking (RBL)
📍 Delhi