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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
| Employment Type : | Full Time |
| Eligibility : | Any Graduate |
| Industry : | Recruitment/Placement Agencies, Consulting Services |
| Functional Area : | Banks/Insurance/Financial Services |
| Role : | Banking -General |
| Deadline : | 15th Sep 2019 |
Company:
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