- The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) - He/She would be responsible to drive the TPP sales through branch sales team and advisors. - Maintaining client relationships and generate AUM fro...
ROLES & RESPONSIBILITIES: The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships ...
We have openings for Wealth Manager
location: Delhi
Exp: 2 - 6 years
Salary: 8 - 13l
Duties:
The Relationship Manager will... ...Affluent) He/She would be responsible to drive the TPP s...
...and managing & retaining such relationships by delivering the best standards of services.
(S)he would be expected to establish strong ties with them by designing & implementing their financial
...specific context of several clients thus generating insights for clients Good oral and written communication skills with clarity of thought speech and expression Good interpersonal skills Good Analytical Skills Gene...
...receive and execute on the right advice. Pre-Requisites : - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. - Handle and manage clients with a minimum Inves...
Generate new business to achieve defined sales targets
Build & deepen relationships with existing Wealth Customers to achieve increase in share of wallet & revenues
Ensure ongoing self-development
Achieve targets of product mix
Skills Requi...
Company Description
InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. Our organization distributes a range of financial products and services designed to help our customers grow and protect their we...
...1) Would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 Relationship Managers. 2) Would establish ties with them by designing & implementing their financial plans, and ensuring...
Chennai
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