Relationship Manager - Wealth

HEADHUNTERS HR Pvt. Ltd.
  • Mumbai
  • 10-12 lakh
  • 1-6 years
  • 98 Views
  • 07 Jul 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

- Advised clients on a range of investment opportunities for their financial growth.
- Offered specialized services concerned with asset allocation and budget control.
- Served as a wealth manager for a broad base of clients.
- Ensuring end-to-end management of investments of HNI's and ensuring effective handling of HNI client's query.
- Maintained client database, working closely with team to relationship-manage customers and maximize referrals and sales opportunities
- Profitably selling and marketing the financial products like Mutual Funds, Life Insurance, Gold Coins and
- Working Capital Finance .
- Participating actively in branch sales planning to generate action plans for meeting targets.
- Generation of Fee Income from IPG, mainly Life Insurance, Mutual Fund, Structure Products and PM.


Competencies/Skill sets for this job

Financial Insurance Sales Investment Sales Planning Asset Allocation

Job Posted By

About Organisation

HEADHUNTERS HR Pvt. Ltd.