Vertical Head at Premier Consultants
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Senior Relationship Manager - Private Wealth Management Firm (8-13 yrs)
- 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
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