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Relationship manager IP-Omni Vertical PUNE

3.00 to 6.00 Years   Pune   22 Nov, 2023
BOYEN HADDIN CONSULTING AND TECHNOLOGY PRIVATE LIMITED
Job LocationPune
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to bethe final point of contact with the client. (S)he would be responsible for acquiring High NetWorth relationships and managing && retaining such relationships by delivering the beststandards of services. (S)he would be expected to establish strong ties with them by designing&& implementing their financial plans; and then by ensuring that they receive and execute on theright advice.PRE-REQUISITES: - Relationship Managers with prior experience working in a Broking/Private bank/wealthmanagement set up. Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs andabove. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At leastminimum tenure of 2-3 yrs of stability)ROLES && RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent &&Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financialportfolio and deepening the wallet from existing clients Track the Affluent && Super Affluent Client segment in the market for new clientacquisition To research, investigate and update themselves on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios. To coordinate with product and research team (Centralize CFP Team) for takinginvestment decision for the clients. To conduct and assist in organizing seminars, workshops and other businessdevelopment activities.

Keyskills :
sales presentationsrelationship managementsales planning

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