Relationship Manager - Wealth Hyderabad
Relationship Manager - Wealth Hyderabad
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Job Description
- Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
- Profiling Customers and providing financial products to meet customer needs.
- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
- To Enhance & Retain customer profitability by capturing a larger share of Wallet.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Acquire new customers who meet product criteria through crossreferral.
- Actively network and seek referrals to expand the client base and contribute to business growth targets.
- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- This role is to acquire B2C clientele & build a portfolio thereon.
- Acquisition Assist Head RM in executing successful microevents for the acquisition of new clients.
- Acquire new accounts from group Collaborate within the internal teams including research investment and compliance to ensure the delivery of accurate and compliant investment solutions to clients.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Stay uptodate with industry trends economic developments and regulatory changes that could impact clients' financial positions.
business development skills,financial services,communication skills,marketing plans,investment products knowledge,private wealth management,revenue generation,financial advisory,mf,wealth management knowledge,mis reporting,risk policies,communication,aif,market analysis,product expertise,relationship management,wealth products understanding,client management,financial services knowledge,investment trends analysis,portfolio management,marketing skills,company knowledge,portfolio services,regulatory changes awareness,listening skills,financial analysis,risk management,wealth products,client servicing,aif fund management,risk policies adherence,financial markets,customer acquisition,investment products,acquisition initiatives,asset management,pms,sip book,market credibility,client acquisition,financial products,market credibility enhancement,sales strategies,marketing,market research,financial needs understanding,sip,investment solutions,wealth management,market trends analysis,financial expertise,private wealth,asset allocation,financial planning,interpersonal skills,wealth,sales,business development
Employment Type
Full Time
