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Strategic Sales Professional
2 weeks ago
We are seeking a skilled Relationship Manager to join our team. In this role, you will be responsible for developing and maintaining relationships with high net worth individuals (HNI) across various regions.
Main Responsibilities:
- Develop new and expand existing HNI customer relationships by conducting in-depth profiling of clients to identify opportunities and matching these opportunities to products and solutions offered by our organization.
- Generate business across liabilities, assets, and fee products to sustain and achieve growth in relationship value, revenues, and client stickiness.
- Formulate and implement sales plans to acquire new HNI clients and increase the customer base.
- Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience.
- Use investment expertise to conduct client portfolio reviews and showcase products as per clients' requirements.
- Ensure client contactability at all times through regular communication.
- Resolve client queries for the managed book within the specified time frame.
- Plan and conduct special sales initiatives and events for prospective and existing clients.
Required Skills and Qualifications:
- Aptitude to deliver high-quality customer service using organizational and interpersonal skills.
- Decision-making skills with a strong sense of ownership.
- Ability to work under pressure.
- Experience in building and maintaining HNI customer relationships.
Benefits:
This role offers a unique opportunity to work with high net worth individuals and develop your skills in sales and relationship management.
Others:
The successful candidate will have excellent communication and interpersonal skills, with a strong ability to build and maintain relationships. They will also have a good understanding of the financial services industry and be able to navigate complex regulatory environments.
