NR Relationship Manager Jobs in Mumbai - 22114694

Job Description:

NR Relationship Manager

Mumbai City

Permanent

Bullet points Develop advisory relationships by proactively contacting affluent clients

Provide integrated financial services advice to these clients

About Our Client Our client is a wealth management boutique firm providing consumers and corporates tailor made financial solutions. Thus are looking to expand their horizons.

Job Description Manage a private banking portfolio of individuals with high-net worth strategies, solutions, and advice that is customized to the clients needs.

Develop and maintain client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service.

Act as advisor, providing financial research and relevant information

Generate leads and develop prospects, network to identify referrals to new clients/prospects

Identify and execute on new business opportunities with existing clients

Ensure all client inquiries and problems are handled effectively and resolved

Develop tailor made long term solutions for clients

Ensure clients are on-boarded appropriately including all required documentation is complete and accurate

The Successful Applicant Relevant years of relevant experience in wealth management/private banking/financial advisory

Desire to work in an entrepreneurial environment

Analytical and problem solving skills are a must

Strong competency in Financial Planning

Whats on Offer Opportunity to develop your career in the countrys most countrys most respected, innovative and successful financial institutions

Excellent career progression with market leading remuneration

Quote job ref: 4038311

Profile Summary:

Key Skills:

Company Profile:

Company: