20/06
Vaishnavi
HR Business Partner at Step Up Find
HR Business Partner at Step Up Find
Views:21 Applications:15 Rec. Actions:Recruiter Actions:3
Wealth Manager - Sales - HNI (4-15 yrs)
Kindly find out the Requirements for Wealth Relationship Manager - Handling HNI Clients
Exp:- Min 4Yrs in Wealth Product handling HNI Clients
Loc:- Pune, Kolkata, Surat, Indore, Vadodara, Ahmedabad , Bhubaneshwar, Chennai
CTC:-12-15lpa
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Job Description
Roles & Responsibilities :
- Handling HNI Clients wealth product like Mutual Funds, PMS, Insurance, FD, RD
- Give Lead & Reference
- Maximum Contact in Market to meet with the customer
- You have provide set up Customer data from company
- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
- Profiling Customers and provide financial products to meet customer needs
- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensure profitability of the portfolio: Generate high Income per Customer
- Acquire new customers who meet product criteria through cross-refer
- MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM, IRDA certified
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