Senior Relationship Manager/Team Leader – Wealth Management/Sales – Bank (2-30 yrs) Anywhere in India/Multiple Locations (BFSI Sales/Marketing) | Jobs in India |
Senior Relationship Manager/Team Leader – Wealth Management/Sales – Bank (2-30 yrs) Anywhere in India/Multiple Locations (BFSI Sales/Marketing) | Jobs in India |
Job title: Senior Relationship Manager/Team Leader - Wealth Management/Sales - Bank (2-30 yrs) Anywhere in India/Multiple Locations (BFSI Sales/Marketing)
Company:
Expected salary
Location India
Location New Delhi, Delhi
Job date Fri, 16 Apr 2021 23:51:17 GMT

Job description: Vacancies for Private Wealth Relationship Manager / Sr. Private Wealth Relationship Manager/ Team leader Private banking with leading NBFC in Private wealth segmentLocation - Chennai, Hyderabad, Bangalore, Mumbai, Pune, Baroda, Ahmadabad, DelhiProfile :- To Acquire HNI and Ultra HNI Customers and build relationship with existing Customers to achieve increase the AUM- To identify and develop new opportunities to deliver advice and solutions to existing clients,- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.- To coordinate with product and research team for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities- Be able to work with colleagues of other divisions to Cross Sell products and services to clientsExperience: Minimum 2 -20 years of experience in handling Private wealth SegmentRole - Individual / Team handlingCTC - OpenPreference :- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.- Experience in investment/financial services knowhow of capital markets knowledge- Relationship Management Interpersonal skills- Excellent written and oral communication skills- Strong analytical skills and ability to work in teams. (ref:updazz.com)

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