Wealth Managers / Relationship Managers

☞ LIONTREE HR CONSULTANTS PVT. LTD.

Ver: 107

Día de actualización: 06-05-2024

Ubicación: Pune Maharashtra Delhi Union Territories Vadodara / Baroda Gujrat Mumbai

Categoría: Ventas

Industria: Investment Banking Venture Capital Private Equity

Posición: Client Relationship Manager

Tipo de empleo: Full Time, Permanent

Salario: ₹ 8,00,000 - 18,00,000 P.A.

Experiencia: 3 - 8 years

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Contenido de trabajo

Leading Wealth Management Co looking for Wealth Managers / Relationship Managers based at Pune, Mumbai, Delhi and Baroda.

MBA with 3 5 years relevant work experience in a Wealth management/Private Banking platform.

Ticket Size - mini 25 Lacs.

Client Acquisition and Client management exp is must.

Key responsibilities:

• Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.

• Showcase entire product suite of the Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.

• Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.

• Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.

• Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.

• Achieve revenue objectives as assigned by the organization.

• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Skills required:

• Self-starter, proactive & target oriented.

• Strong networking & relationship building skills.

• Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.



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Plazo: 20-06-2024

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