Job Title : Relationship Manager / Sr.Relationship Manager (Wealth Management) - Delhi

Category : Financial Services

Job Description : A Leading Wealth Management Company in Delhi requires a Relationship Manager / Sr Relationship Manager and the responsibilities include

Job Title : Relationship Manager / Sr Relationship Manager - Delhi

Job Responsibilities :

- 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 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 Wealth Management while acquiring new clients as well

Key Skills :

- Excellent written and oral communication skills

- Strong Organizational Skills

- Experience in investment/financial services & knowledge about capital markets

- Strong Teamwork and Collaboration

- Relationship Management & Interpersonal skills

- Post-graduate qualification would be preferred in Wealth/ Private Banking

Mandatory :

- Relationship Manager - Book Size of 10cr to 80cr

Sr. Relationship Manager - Book Size of 100 cr and above

Industry : Finance

Relevant Experience : 3 - 9 years

Job Location : Delhi

Working Days : 5 days

Qualification : Graduation

Location: Delhi/NCR

Required Experience: 3-9 yrs

Positions: 1

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