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