• Relationship Manager Wealth Management Jobs in Mumbai,India

  • Save Job
  • 1 - 5 Years
  • Posted : above 1 month

Job Description:

Primarily the RM would be responsible to manage the wealth of customers through

IFAs New Client / Direct Customer Corporates

Should possess the required in-depth domain knowledge of Wealth Management, Financial Planning and the bouquet of Financial Products including Third Party products

To Recruit & Develop the IFA (Independent Financial Advisor)

To Organize and Conduct Investors meet in their respective cities

Advise Corporate / HNI clients on various investment opportunities available in the market and help them to generate a high ROI (Return On Investment)

To provide end-to-end service solutions to existing customer relationships on a pro-active manner

Conceptualize & implement sales promotional plan through various marketing channels

Cross-sell products and services to both new as well as existing clients as per their lifestyle, risk profiling and requirements basically through financial planning process

Achieving financial goals of the clients through various product line like LI, MF, FD, GI and other savings & Investment products

Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company

Updating customers on the changes of trends on the business landscape

Continuous updating of the MIS Reports or any other business reporting (daily-weekly-monthly sales reports)

Generate revenue with the help of IFAs, Corporates & direct clients

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Consulting Services
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : 200000-400000 P/A
Deadline : 02nd Oct 2019

Key Skills:

Company Profile:


People who search this job also searched for the following Keywords

All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status