
IIFL/MOSL/Anandrathi/Indusind Bank
5 days ago
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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Wealth Manager
5 days ago
Dehra Dūn, Uttarakhand, India Indusind Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per yearWe are hiring Wealth Relationship Manager for the following location:-DehradunInterested candidates can send their resumes to ROLES & RESPONSIBILITIESProfile involving acquiring, growing and deepening Super HNI Banking customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Super HNI Customers' financial...