HR at Morpheus Consulting
Views:118 Applications:19 Rec. Actions:Recruiter Actions:0
Senior Relationship Manager - Wealth Management (3-9 yrs)
One of the Largest private Wealth Managment firm need Relationship Manager (Wealth Management) - Mumbai
- 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
Key Skills :
- Excellent written and oral communication skills
- Strong Organizational Skills
- Experience in investment/financial services & knowhow of capital markets knowledge
- Strong Teamwork and Collaboration
- Relationship Management & Interpersonal skills
- Post-graduate qualification would be preferred in Wealth/Private Banking
Experience: 3-9 years of experience
Qualification - Post Graduate
Gender - OPEN
Reports to Functionally : Senior
Working hours - 9:00am to 6:00pm
Working Day - 5 days
INDUSTRY : Finance
Must : Have Book Size of 100cr plus
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
