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Wealth Relationship Manager - Sales - Private Wealth Firm (8-20 Yrs) Mumbai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
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)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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