Wealth Relationship Manager

4 weeks ago

Thane Maharashtra Mumbai Maharashtra, India Hrizen Techno Services Full time

Main accountabilities Client Acquisition and Relationship Management - Address HNI clients for investment requirements through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products Structures assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products Structures Equities MFs and Fund-based Real Estate products and other Investment products - 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 cross-referral - Actively network and seek referrals to expand the client base and contribute to business growth targets Marketing and Business Development - 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 or B2B clientele build a portfolio thereon - Acquisition - Assist Head RM in executing successful micro-events 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 Financial and Product Expertise - Ensure profitability of the portfolio Generate high Income per Customer - Stay up-to-date with industry trends economic developments and regulatory changes that could impact clients financial positions Qualifications Experience - Minimum Degree Postgraduate Graduate in any discipline - Minimum Experience - 6-10 years of Experience ref updazz com

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