Solutions Specialist at G3 Consultants
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Relationship Manager - Wealth Management - Bank (4-8 yrs)
- Deliver Sales Targets by expand existing client relationships, improving client satisfaction, strengthening client commitment, ensuring client retention and growing revenue for IIFL Wealth Management while acquiring new clients. This includes:
- Working as an advisor to identifying and developing new opportunities to deliver advice and solutions to existing clients, and acquiring new Wealth Management prospects
- Identifying customer needs and providing them with right financial planning assistance and asset allocation with the help of IIFL Investment Advisory services
- Building and deepening relationships with existing HNI Customers to achieve increase in share of wallet
- Acquiring New Clients for the firm and also developing new territories.
- Engaging with colleagues of other divisions of IIFL to Cross Sell products and services to clients
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