Relationship Manager / Wealth Manager

HRDEVI ASSOCIATES
  • Bangalore
  • Confidential
  • 5-7 years
  • Views
  • 20 Jul 2018

  • Sales & Marketing

  • Recruitment/ Staffing
Job Description

Formulating The Strategies To Increase Client Base. Contact all mapped clients through daily / weekly / monthly calls , regularly Maintaining long term relationships , deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li) , Mf , Pms , Ipos , Bonds , Gold , Real Estate , Fmp & Capital Protection Fund Etc To HNI Clients. Preparation And Execution Of Financial Planning Risk Profiling Of Existing & New Clients. Regular Portfolio Review Of Existing & New Clients. Providing seamless & superior service delivery. Timely follow - up on all the product renewal opportunities uploaded in the system. Promote large ticket MF SIP's per month. Manage AUM & month on month growth of the same Responsibilities: Achievement of Product wise targets. Formulate outbound & inbound sales plan to acquire new HNI clients / Retail clients for increasing customer base of the portfolio. Regular contact with all mapped clients through daily / weekly / monthly calls. Resolution of queries of all mapped clients within TAT specified. Ensuring need based product approach towards clients & regular reporting of Product Penetration. Ensuring regular updation of call reports in relevant systems. Desired Candidate Profile: 1. Excellent Communication Skill 2. Own Conveyance is a must. Candidate should be working as Relationship Manager / wealth manager , dealing in multiple product like MF , LI , GI , FDs Candidate should be in direct sales.(field sales) candidate should hold minimum 1 crore AUM (one or less than one year experience candidate.)


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HRDEVI ASSOCIATES