Consultant at AVTAR Career Creators
Views:92 Applications:24 Rec. Actions:Recruiter Actions:0
Senior Relationship Manager/Relationship Manager - Wealth Management (3-9 yrs)
A Leading Wealth Management Company in Chennai requires a Relationship Manager / Sr Relationship Manager and the responsibilities include
Job Title: Relationship Manager / Sr Relationship Manager - Chennai
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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
