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Select Relationship ManagerWealth(Delhi)

0.00 to 10.00 Years   Delhi   20 May, 2024
Job LocationDelhi
EducationNot Mentioned
SalaryNot mentioned
IndustryNot mentioned
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

Select Relationship Manager- wealth Exp: 3-12 years Loc: Delhi Primary Skills: HNI Client Handling, AUM portfolio, DSR, Lead Generation, cross selling Skills Required: Acquiring and managing business (HNI and ultra HNI). Inreasing the liability book and investment AUM portfolio . Ensuring adherence to compliance processes and guidelines. Advice clients on their product requirement to maximise their investments. Develop new client relations through references. Generate the cross selling business from existing clients by cross selling other products (Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund, Credit Card and Forex). Maintain and develop client relationships and periodic visit to existing clients. Manage and track the leads and maintain DSR on regular basis. Profiling Customers and provide financial products to meet customer needs. Ensuring the highest levels of service to the High Net Worth customers. Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio. foundit

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