Job Views:  
5663
Applications:  65
Recruiter Actions:  3

Job Code

319088

Relationship Manager - New To Organization Business - HNI - BFSI

3 - 7 Years.Delhi NCR
Posted 8 years ago
Posted 8 years ago

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 acrossproduct 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.

Must have Skills :

- Global & domestic macroeconomics

- Excellent communication skills

- Handling lead generation activities

- Strong working knowledge across product performances

- Taxation norms

Qualification :

- MBA (Regular Course)

Who can apply :

- Having experience as "Relationship Manager" minimum of 3 years (not less than 3 years)

Preferred Industry :

- Banking

- PG

- NBFC

Working Days :

- 5 Days a week ( 9:00 AM to 6:00 PM )

Interview & Job Location : Delhi

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Job Views:  
5663
Applications:  65
Recruiter Actions:  3

Job Code

319088

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