Relationship Manger - Private Wealth Management - NBFC

A Wealth Management firm is looking for Relationship Managers across India.

Responsibilities :

- Generate new business to achieve defined sales targets

- Acquire and Monitor HNI and UHNI clients as per their risk appetite.

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

Knowledge and Skills :

- Understanding of Wealth Management products and services.

- Skills to manage HNI client relationships.

- Track record of delivering tangible results.

Qualification : Graduation or MBA

Experience :

- Minimum 6 -15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI

- Clients from BFSI sector with good business / market knowledge. Having experience of handling

- HNI Client Acquisitions and Relationship Management & service.

Location - Pan India