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Wealth Relationship Manager | Sales | Bank |3|15 yrs|

Place of work New Delhi
Contract type -
Start date -
Salary -

Job details

Job description, work day and responsibilities

Responsibilities :

- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the company with main focus on Wealth.

- Acquires new customers through active referrals from clients in existing portfolios.

- Managing partners base off to generate sales for products like Mutual Funds, PMS/MLDs, Debentures, Bonds, AIFs and LI (In house & 3rd party products).

- Acquire new partners if existing partners become inactive and Constantly engage with partners to generate business.

- Doing various training programs for partners to train them for various products.

- The candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.

- Monitor and address HNI clients banking and Investment requirements.

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing the customer base of the portfolio.

Perks & Benefits : Bi-annual appraisal program growth in CTC twice in a year with attractive quarterly incentives

Company address

India
Delhi
New Delhi Show on map Get directions
Company Name: Laksh HR India Pvt. Ltd.
You will be redirected to another website to apply.
Apply and send CV
Offer ID: #308487, Published: 2 weeks ago, Company registered: 3 years ago

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