Opening For First Wealth Relationship Manager
- Acura Solutions
- 3 to 8 Yrs
- Delhi, NCR
- 5 months ago
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Job Description
- JD For Sr RM- Wealth
- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
- Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
- Profiling Customers and providing financial products to meet customer needs.
- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
- To Enhance & Retain customer profitability by capturing a larger share of Wallet.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Acquire new customers who meet product criteria through cross-referral.
- Actively network and seek referrals to expand the client base and contribute to business growth targets.
- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- This role is to acquire B2C or B2B clientele & build a portfolio thereon.
- Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.
- Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
Client Acquisition and Relationship Management:
Marketing and Business Development:
Financial and Product Expertise:
Employement Category:
Employement Type: Full timeIndustry: Banking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Opening For First Wealth Relationship Manager
Contact Details:
Company: Acura SolutionsLocation(s): Delhi, NCR
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Keyskills: hni client handling portfolio management wealth management
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Leading recruitment firm with forte in BFSI sector. Acura solutions is a recruitment firm that specialises in banking recruitments. We love recuitments, and we are looking for banking PROFFESIONALS and EX-PROFFESIONALS with a PASSION to be successful in life by working full time with us. We wil...
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