Posted By: I Mates Consultants | Posted on: October 11, 2019
India Ernakulam/Cochin/Kochi
2500000-5000000 RS
6-13
Description:

Profile - Relationship Manager | Leading NBFC | Super HNI Wealth Management

Scope of the Role - Acquisition and management of Super HNI portfolio.On Board clients with a Minimum investment portfolio of 5 Crores.

Ideal Candidature - A Candidate with a Minimum Investment book of 100 Crore,Managing for atleast 3 years. ( Highly Consderable for a Team leader who can come along with 3 to 4 RMs who has more than 100 Cr Investment book)

CTC- 30Lak to 55 Lak

Job Description - The RM will work as an advisor to identify and develop new opportunities to deliver advice andsolutions to existing clients, and acquire new Wealth Management prospects
• Identify customer needs and provide them with right financial planning assistance and assetallocation with the help of our Investment Advisory services.
• Build and deepen relationships with existing HNI Customers to achieve increase in share of
wallet
• Acquire New Clients for the firm and also develop new territories.
• Be able to work with colleagues of other divisions of the bank to Cross Sell products and servicesto clients
• Adhere to all company processes and policies, and carry the IIFL brand through developed
functional and behavioral skills.
• Deliver Sales Targets.

 

Skills:
relationship manager portfolio management investment advisory hni client handling private banking


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