Senior Relationship Manager - Wealth Coimbatore
Senior Relationship Manager - Wealth Coimbatore
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Salary Not Disclosed
1 Vacancy
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,portfolio modelling,asset allocation,private wealth,portfolio services,product expertise,pms,sales strategies,financial markets,interpersonal skills,listening skills,sales,relationship management,client acquisition,aif fund management,portfolio performance analysis,aif,private wealth management,marketing skills,sip book,financial analyst,revenue generation,market credibility,wealth,client management,risk policies,financial advice,business development skills,mis reporting,financial advisory,asset management,customer acquisition,mf,market research,wealth products understanding,market credibility enhancement,company knowledge,financial needs understanding,wealth management,market analysis,risk management,business analytics,financial services knowledge,financial analysis,investment trends analysis,communication skills,communication,investment products,financial expertise,sip,wealth management knowledge,risk policies adherence,wealth products,marketing,client servicing,portfolio management
Employment Type
Full Time
