IIFL/MOSL/Anandrathi/Indusind Bank

2 weeks ago

NCR, India Dream Solution Indore Full time

Urgent Hiring- Wealth Relationship Manager

Location- Delhi,Noida,Gurgaon,Chandigrah,Dehradun

Experience- 8 yrs +

Candidate Should Have current ctc atleast 8 Lpa Above

Handle HNI Client,Portfolio Handle

Role & responsibilities

Job Role:

  • The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects
  • Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services
  • Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet
  • Acquire New Clients for the firm and also develop new territories
  • Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients
  • Adhere to all company processes and policies, and carry the IIFL brand through developed functional and behavioral skills
  • Deliver Sales Targets
  • An advisor need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for IIFL Wealth Management while acquiring new clients as well

Preferred candidate profile

Excellent written and oral communication skills

  • Strong Organizational Skills
  • Experience in investment/financial services & knowhow of capital markets knowledge
  • Strong Teamwork and Collaboration
  • Relationship Management & Interpersonal skills
  • 10 plus years of experience with large investment books
  • Post-graduate qualification would be preferred in Wealth/ Private Banking

Perks and benefits

incentives and allowance

CLEINT NAME- MOTILAL OSWAL
HR SPOC-BASED ON LOCATION
LOCATION-PAN INDIA

AS SHARED YOUR PROFILE TO CLIENT HR SPOC FOR FIRST ROUND OF INTERVIEW-TELEPHONIC

Please update the following

Interview done or pending
if Pending kindly Reply on similar mail with the following

Your candidature..

Candidate Name:
Candidate No:
Email ID:
Current location:
Preffered location:
Current company:
Designation in current company:

Current CTC:

Exp CTC:
Your current belongs to which : Broking/Securities/BFSI/Insurance/Banking
Tenure in current company
Product you handle:
Sales/ Service/ Operations/Accounts/analyst:
Total client Data Base:
Portfolio or PMS Managing Ratio/Percentage or Database:

Note: GOOD COMMUNICATION

LOCATION KNOWLEDGE AND LOCALITE

HAVING SAME EXPERIENCE WILL ONLY CONSIDER

HAVING OWN CLIENTE WILL ONLY CONSIDER

GAP CANIDATES WILL NOT CONSIDER

MOTILAL-STOCK BROCKING CANDIDATE NEED for DELHI

IIFL-NBFC CANDIDATES NEED-Need for Delhi, Chandigarh, deheradun

INDUSIND BANK-BANKING CANDIDATES- Need for Delhi, Gurgoan, Noida

ANANDRATHI-PREF RM-KOLKATA ONLY

CHOLA SECUTITES-PAN INDIA

Thanks & Regards,

N.Kalyani

HR Consultant

Contact No

Dreams Solution

Email-

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