Relationship Manager - Wealth Indore
Relationship Manager - Wealth Indore
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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.
financial services knowledge,product expertise,client acquisition,customer acquisition,wealth management knowledge,market credibility,financial planning,sip,financial services,interpersonal skills,financial markets,market credibility enhancement,financial advisory,risk policies adherence,communication,risk management,financial expertise,asset allocation,market research,aif,marketing skills,wealth products,client management,wealth management,regulatory changes awareness,portfolio services,risk policies,aif fund management,marketing,marketing plans,wealth products understanding,market trends analysis,financial analysis,listening skills,pms,private wealth,mf,company knowledge,sales strategies,investment trends analysis,investment products knowledge,mis reporting,investment products,market analysis,sip book,client servicing,sales,relationship management,business development,revenue generation,asset management,private wealth management,business development skills,acquisition initiatives,communication skills,portfolio management,wealth,financial needs understanding
Employment Type
Full Time
