Wealth Relationship Manager Sales Private Wealth Firm (8 20 Yrs) Mumbai (bfsi Sales)
Job Description
- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.- Monitor financial market trends to ensure that client plans are responsive.- Must ensure the growth of AUM/Book Size- Responsible for achieving targets based on acquisition and revenue generation through investment products.- Responsible for business development through acquisition of high net-worth clients.- Meetings with clients to keep them updated with the current market scenario.- Analyze client portfolios and make necessary suggestions.- Recommend financial products.- Responsible for identifying customer needs and assessing their risk appetite- Provide regular updates to the immediate superior as and when required- Create and enforce plans that will help meet the needs of the customer. (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3539085
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear