Talent Acquisition Manager at SkillVentory
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Wealth Relationship Manager - UHNI/HNI Segment - Bank (3-10 yrs)
Urgently Hiring for an Leading Bank in their Wealth Management vertical in the Grade of Senior Manager/Chief Manager
JOB DESCRIPTION:-
1.Responsible for new client Acquisition, building new relationships and increasing the depth in existing relationships with High net worth clients.
2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/solutions provided by the organisation.
3. Will be responsible for identifying and sourcing clients in equity broking, Mutual Funds, Bonds, Life Insurance, PMS & Structured Products. Along with the bouquet of asset products-such as working capital loans, term loans, LAP, AL, HL, LAS and so on.
5. Responsible for achieving targets as assigned by the organisation on a monthly basis.
6. Understands the clients risk profile and maximises the 'risk vs. reward' balance or individual clients by optimising product mix.
7. Complying with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
8. Provide regular updates to immediate superior as and when required.
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