AddressJob Tittle : Senior Relationship Manager Wealth
Experience : 6-12 Years
Skills : Relationship management, Business development
Location : Dehradun
Job Responsibilities:
- Thorough understanding of the capital markets, including regulations, NCFM certification.
- Adequate knowledge of the equity market and the dynamics of the broking business.
- Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
- Responsible for business development through acquisition of high net-worth clients
- Responsible for identifying customer needs and assessing their risk appetite
- Responsible for activation of trading account of clients, assisting new entrants in the equity market on the fundamentals of market.
- Responsible for achieving targets based on acquisition and revenue generation through equity
- Responsible for cross selling products like Insurance, Mutual funds, PMS etc to the existing set of customers and building depth within the existing relationships
- Provide regular updates to the immediate superior as and when required
- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
- Analyze client portfolios and make necessary suggestions.
- This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
- Must ensure the growth of AUM and IR from existing customers mapped to them
CANDIDATES FROM BANKING, INSURANCE, BROKING, FINANCIAL INSTITUTES HAVING EXPERIENCE IN SALES ARE ELIGIBLE
