Wealth Relationship Manager @ Career Destination

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Wealth Relationship Manager

Career Destination
8 - 16 Years
Mumbai
5 years ago
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Job Description

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book .

Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.

Responsible for achieving targets based on acquisition and revenue generation through investment products.

Responsible for business development through acquisition of high net-worth clients.

Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Employement Category:

Employement Type: Full time
Industry: Banking
Functional Area: Sales
Role Category: Relationship Mgr
Role/Responsibilies: Wealth Relationship Manager

Contact Details:

Company: Career Destination
Location(s): Mumbai

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Keyskills: HNI Relationship manager Selling Aum Wealth Managemen

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Your name (*)

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Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Career Destination

BFSI Sector

Wealth Relationship Manager @ Career Destination

Home > Relationship Mgr