Posted By
Posted in
Sales & Marketing
Job Code
1131305
Director Client Relation / Private wealth Manager
Title: Vice President - Director, Client Relations
Function: Sales
Reports to: Regional Director
Location: Chennai, Bangalore
Qualification: MBA/ PGDM from Tier 1 B-school
Work Experience (highlight) : 12+ years of experience in Wealth firms with Private banking exposure
Core Purpose of the Role :
Client Engagement :
- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.
- Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs
- Partner with clients on on-going basis to understand their business needs and objectives
- Enhancement of portfolio size and wallet share of existing clients with strict adherence to compliance
- Effectively communicate the organizations value proposition with prospects
- Provide regular value-added engagement to client
Generating Revenue and Business Development :
- Drive and Monitor Revenue and Volume Targets
- Ensure optimal Product Penetration including fee based advisory
- Monitor and Drive consistent business with Clients
- Maintain the Market Mapping for each client
- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client
Talent Attribute :
- Good team management, relationship building and management skill
- Excellent communication and presentation skills
- Self-Motivated
- Excellent Communication and influencing skills
- Aggressive
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Posted By
Posted in
Sales & Marketing
Job Code
1131305
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