Domestic Wealth Relationship Manager
2 weeks ago
Job Description Open Positions - 01 Location: Mumbai Experience Required: 03 years Plus Joining Date: Immediate or with in 1 month Gender: **** OR **** candidate Revenue Generation: 1. Acquire retain and deepen portfolio to maximize sales performance to achieve revenue targets through wealth management products real estate products asset- related products (secured unsecured) and any other products being offered by the organization. 2. Grow AUM and Sales revenue on a month-on-month basis. 3. Support Managers in developing and implementing action plans to achieve business objectives. 4. Increase product per customer on a regular basis within current customer base. 5. Organize and participate in all promotion activities organized at the organization. # Operational Governance. 1. Ensure all processes are followed to ensure that there are no operating losses/ Frauds. 2. Accurate and timely processing of customer instructions 3. Ensure adherence to KYC Norms. 4. Maintain standards to comply with Company Audit. # Customer Experience Management 1. Ensure effective relationship management by monitoring the movement of the customers and implement a customer retention program. 2. Minimize rejections and customer complaints to create a wow experience. 3. Hold periodic customer meets and branch promotions to generate more business. 4. Customer query handling / complaint resolution. 5. Specific initiatives taken to improve service and reduce bottlenecks and customer complaint 6. Customer visits as per laid down call frequency. II: INDICATIVE KPIs 1. %Achievement of Sales Acquisition & amp Revenue targets. 2. % Achievement of Book Growth targets. 3. % Achievements of Service Standards. III: COMPETENCIES & SKILLS REQUIRED A Relationship Manager is required to interact with customers for most part of his/her day and so good communication and presentation skills are a prerequisite for the job. The job also requires thorough financial and sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies required are: 1. Excellent communication Skills 2. Understanding and interest in financial products and markets 3. Ability to analyze information. 4. Ability to explain complex information clearly and simply. 5. Good sales negotiation & influencing skills. 6. Excellent Customer Relationship Management skills. Salary Range: CTC PA + Additional benefits as per company&rsquo s norms (Medi-claim Incentives Travel Allowance Phone Allowance etc)
-
Nuvama - Wealth Relationship Manager
3 weeks ago
Mumbai, India Nuvama Wealth and Investment Limited Full timeJob Description - Wealth Relationship Manager Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. - Manage clients through client visits, suggest financial products to the clients and achieve business target. - Responsible for product...
-
Wealth Manager
1 week ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
-
Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
-
Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
-
Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
-
Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
-
Wealth Manager
2 weeks ago
mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI, and...
-
Wealth Manager
2 weeks ago
Mumbai, India Dalmia Wealth Pvt Ltd Full timeCompany Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
-
Private Wealth Manager
6 days ago
Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per yearCompany: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...
-
Leadership - Wealth Management
28 minutes ago
Mumbai, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is...
