Rm - Wealth

From 2 to 7 year(s) of experience

₹ 7,00,000 - 11,00,000 P.A.
- Chandigarh, New Delhi, Delhi / NCR

**Business Vertical**: Wealth Department: Wealth Designation: Relationship Manager-Wealth

**Line of Business**: CFAB

**Proposed Immediate Superior**: Territory Sales Manager/ Regional Head Grade: M3/M4

**Major Deliverables**:

- Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and

superior and seamless service delivery to assist 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.
- Assisting the development and implementation of marketing plans for acquiring new customers in the

corporate space and formulate acquisition initiatives.
- Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients
- Profiling Customers and provide 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 larger share of Wallet
- Ensure profitability of the portfolio: Generate high Income per Customer
- Acquire new customers who meet product criteria through cross-referencing.
- Person should have existing database of clients with him.

Mutual Fund Sales**, LIC of HDFC life & TATA, PMS, cross sell of products
- LAP/HL,LAS**

**Specialized job competencies**:

- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and

Business Analytics, Financial Analyst, Wealth

Educational Qualification: Graduate / MBA/PGDM

Desired Experience: 4-10 years experience

Other desired attributes:
**Location: Chandigarh, Delhi**
- Role:_Retail & B2C Sales - Other
- Salary:_ 7,00,000 - 11,00,000 P.A.
- Industry:_Financial Services
- Functional Area:_Sales & Business Development
- Role Category:_Retail & B2C Sales
- Employment Type:_Full Time, Permanent
- Key Skills
- Wealth Management
- Relationship ManagementHNI Client Handling
- Skills highlighted with ‘‘ are preferred keyskills

Education
- UG:_Any Graduate

**Company Profile**:
Mount Talent Consulting Private Limited

Thanks & Regards,

**Himanshi**

**Mount Talent**, **India, USA, Singapore, Dubai**

**Consulting | Technology**
- Company Info
- X
- Contact Company:_Mount Talent Consulting Private Limited