Relationship Manager - Wealth Management - NBFC (3-16 yrs)
One of the leading and growing NBFC is looking for Wealth RM for Mumbai location.
Location: Mumbai - BKC.
Interested candidates pl do share your updated resume
Position
Wealth Manager
CTC; upto 25 Lacs
JD :
- Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, AIF, Real Estate, life insurance, General Insurance etc.
- Acquiring new clients per month
- Incremental AUM month on month
- Existing book preferred
Job Role :
- Responsible for business development through acquisition of high net-worth clients [client acquisition]
- Responsible for identifying customer needs and assessing their risk appetite
- Responsible for achieving targets based on acquisition and revenue generation through equity
- Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
-Provide regular updates to the immediate superior as and when required
- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
-Must ensure the growth of AUM and IR from existing customers mapped to them
The Product Basket includes following :
- Wealth + PMS + Private Equity
- MF - All Co (AMC's)
- Real Estate
- Loans - HL / PL / BL / LAS / LAP
- Fixed Income - Bonds
- Life Insurance
- Broking - Equity / Commodity / Currency
- Genral Insurance
- Training Given to candidates once joined / Enough Timing Given once joined the Org
- Excellent Variable Structure .
Experience : 4-15 Year
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