Wealth Relationship Manager
- Icap Financial
- 0 - 5 Years
- Bengaluru
- 6 years ago
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Job Description
Responsibilities and Duties:Hands on Experience in managing High Net worth Individuals (HNI) Client acquisition, Building and maintaining strong client relationship.
Advising and sourcing the new clients regarding the sales of Demat accounts, Mutual funds and insurance.
Assisting Affluent clients on their Investments, managing their overall financial portfolio, and deepening the wallet of existing clients to achieve increase in share of wallet and revenues.
To constantly engage with customers to identify their needs on non-equity products and position the product offerings to them.
To ensure constant dissemination of product information and features of all new products shifting to the existing HNI Clients.
Helping the clients with portfolio transfers.
Delivering inspiring sales presentations to convert prospects to successful sales and Organizing Marketing Campaigns in all formats.
Must be able to achieve stretched targets in a result-focused environment and must be able to generate new business based on acquisition and revenue generation through equity.
Responsible for cross selling products like Insurance, Mutual funds, portfolio Management Service (PMS).
Key Skills:
Good communication skills, HNI client acquisition, Stock Broking, Understanding financial preferences of the customer, Financial planning& analysis, Excellent service and relationship building skills, Knowledge in Indian Stock Marketing is Mandatory.
Required Experience and Qualifications:
Must be a graduate/ Post graduate from Finance /Marketing domain with minimum 6-months experience in a stock broking firm only are qualified.
Please see that the candidates only from Bangalore can apply.
Need Candidates with prior experience of acquiring, managing and servicing Ultra High/High Net worth Clients across all asset classes in a Broking/Private bank/wealth management setup.
NCFM/NISM Certification is an added advantage
Must have the ability to work individually and as a group. Should be self-driven and target oriented.
Achieve best in class productivity in order to maximize the efficacy of the sales process.
Should act as a productive resource by fulfilling the budgetary expectations of the organization.
Job Type: Full-time
Interested candidates please share your updated resume via email to [HIDDEN TEXT]/ Contact us at 9380415***.
Employement Category:
Employement Type: Full timeIndustry: BankingFunctional Area: BankingRole Category: Relationship ManagerRole/Responsibilies: Wealth Relationship ManagerContact Details:
Company: Icap FinancialLocation(s): Bengaluru+ View Contact
Keyskills: Stock Broking Equity Financial Services Trading Stock Marke Securities HNI Client Handling Shares HNI Relationship Manager Wealth Advisory
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₹ 250000 - 750000 IN
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