First Wealth Relationship Manager
- Acura Solutions.
- 6 Positions
- Vadodara
- 13 days ago
- Email to a friend
- Report this job
Job Description
- 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:
Please share updated cvs at hidden_mobile or mail at hidden_email
Employement Category:
Employement Type: Full timeIndustry: BankingRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: First Wealth Relationship ManagerContact Details:
Company: Acura Solutions.Location(s): Vadodara+ View Contact
Keyskills: current account saving account hni client handling relationship manager
Fraud Alert to job seekers!
₹ 4 to 9 Yr
Similar positions
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in