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Affluent Relationship Manager Wealth Manager

5.00 to 10.00 Years   Gurugram   15 Apr, 2024
RESURGO CONSULTANTS PRIVATE LIMITED
Job LocationGurugram
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    We are looking for applicants for Wealth Manager (Affluent Relationship Managerprofile) for the below mentioned locations in DELHI, GURGAON, MUMBAI & PUNE.1) NEW DELHI2) MUMBAI3) GURGAON4) PUNEMinimum experience required - 3 - 10 yrs (shouldbe in Relationship Manager / Wealth Manager role)Grade - Upto SENIOR MANAGERCTC - Upto Rs 13 LakhsFor NEW DELHI, GURGAON, MUMBAI & PUNE, interested candidatesto kindly shareyour CVat MUKESH.J@RESURGO.IN or whatsapp athidden_mobile.Responsibilities:1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, RetailAssets etc.3. Ensure quality of sourcing by acquiring Potential Insignia Clients.4. Acquiring and managing both business, individual (resident and NRI) clients.5. Increase product penetration and exit barriers, by cross- selling more number of products per client.6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management andbusiness banking solutions.8. Work in close coordination with Client Experience Managers to deliver superior service to clients.9. Ensuring adherence to Compliance processes and guidelines.10. Reduce rejection rates and improve quality of documentation.11. Ensuring 360 client engagement Total Client Ownership.

Keyskills :
private bankingwealth management serviceshni acquisitionhni client handlingaffluentpreferred bankingpioneer rmrelationship managerwealth manager

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