Search Consultant at Synapse Search Partners
Views:56 Applications:53 Rec. Actions:Recruiter Actions:2
Senior Relationship Manager - Wealth Management - BFSI (2-9 yrs)
Broader Role/Responsibilities :
- Customer Acquisition Minimum of Rs. 25 Lakhs and above investable surplus
- Manage Private Wealth, Portfolio Advisory and AIF fund related queries
- Ensure delivery of various MIS reports as per requirements
- To develop short term and long-term sales strategies for the Private Wealth business in line with the overall strategic goals of the organization
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
- Achieve a balance of revenue streams through sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
- Continuous learning, to be better equipped than our competitors
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management (WM)
- Revenue Generation
- Build Asset Under Advisory (AUA)
- Customers Success is Our Success.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
