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Marsh & McLennan - Manager/Senior Manager - Relationship Manager - Investment (8-12 yrs)

5.00 to 12.00 Years   Mumbai City   18 May, 2022
MMC
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT - Software
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    - Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments) - Client acquisition in the UHNI and HNI segments - Monitor and address UHNI and HNI clients investment requirements- Identifying client in relevant segments- Maintain consistent engagement with prospects and clients - Leverage marketing and other tools to augment sales and relationship - Client relationship (in addition to what is mentioned)- Ensure client retention and increase in wallet share- Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long-term investment goals- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness- Conduct risk profiling of all mapped clients and showcase investment products as per the client risk profile- Resolution of queries for all managed clients within TAT specified- Engage with various client segments to solutionise and offer Mercer global investment offerings in the areas of operations risk, international asset allocation.Experience: - 6 - 12 years experience in wealth with min 5 years in private wealth in Bangalore/Mumbai. Knowledge and skills:- Ability to manage relationships to improve relationship value of new & existing Clients- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills- Decision making skills with strong sense of ownership and ability to work under pressure- Ensure compliance with key regulatory requirements - Other requirements: NISM and other certifications relevant to an RIA and distribution business,

Keyskills :
salesmarketinginsurancecustomer relationsbankingcustomer serviceservice deliveryoperational riskclient retentionglobal investmentclient acquisition

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