Relationship Manager - HNI - BFSI

Opening For One of the leading company.

Relationship Manager

CTC - 10.00 - 15.00 Lacs

Location - Mumbai

Experience -3.00 - 8.00

Working Days- 5 days a week.

Job Description:

The Relationship Manager is considered to be the fulcrum of our entire business proposition. The core role is summarised below:

- Acquisition of qualified NTO's (New To Organization) with minimum wallet share of 25L which should deepen to 1 - 3 cr plus over the year.

- Market mapping and handling lead generation activities to maximize the pool to acquire new HNI (High Networth Individuals) client relationships. These relationships are calculated as individuals, corporates, trusts, families, etc.

- Maintain the highest degree of knowledge skill required to be able to service these clients for products and services in the wealth management space. This includes a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

- Strict and detailed adherence to all regulatory guidelines stipulated by the organization as well as regulators across various services that are provided to the clients.

Desired skill sets:

- Must have prior experience in generating leads and acquiring the business from HNIs. Should have experience in handling clients with ticket size of INR 25 lacs +

- Ability to approach prospects through multiple sources of a network including but not only families managed in the past.

- Last employment in the role of a Relationship Manager should be for a period of not less than 3 years in the same role.

If have relevant experience than revert back.

Share the references if any.

Priya Sharma
HR-Executive
8268001302