02/07
Neha Gupta
HR Manager at LenDenClub
HR Manager at LenDenClub
Views:372 Applications:119 Rec. Actions:Recruiter Actions:67
LenDenClub - Relationship Manager - Wealth Management (2-5 yrs)
Company Profile :
Job Role :
- Acquisition of HNIs/UHNIs and channel partners by tracking Affluent/ Super Affluent Clients, Family Offices and Individual Financial Advisors
- Pitching for New Investments to existing customers and to start investment of new customers
- Address and resolve client queries and co-ordinate with various teams for meeting client requirements
- Achieving the Business targets assigned
- Communication of new products, offers and regulatory requirement to Individual HNIs/UHNIs Investors and Channel Partners
Requirements :
- 2-5 years of Experience in managing different investment asset classes (e.g. Mutual Funds)
Skills :
- Excellent Verbal and written communication skills
- Planning and Organizing (Time Management), Decision Making
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