Relationship Manager - Wealth - HNI

Relationship Manager- Wealth

Job Description:

- It will be an individual role with revenue targets.

Business Responsibilities

- Identify opportunities to cross-sell & deep-sell by profiling existing HNI & Corporate clients in detail

- Plays a key role in acquiring new clients in the targeted segment

- Ensure revenue targets across products are met consistently

- Map markets / segments to target profile in order to identify untapped resources / new opportunities

- Take references from existing clients to grow client base

- Ensure KYC norms are met while acquiring new clients

Service Responsibilities

- Play a key role in servicing clients (new and existing) with the intention to build and develop long term relationship with clients

- Profile acquired clients to understand their risk profile and financial goals

- Prepare financial plan on basis of the above and deliver superior customer experience through an advisory approach. Leverage on the company’s wide suite of financial services and products and provide comprehensive advice to clients on financial matters.

Desired Candidate Profile:

- Should preferably a female

- Should have relevant experience working in Mumbai

- Can travel extensively

- Should have min. 3 yrs of exp in servicing HNI clients (new & existing) for wealth management or insurance

Interested candidates can send their resume at preeti@lakshhr.com