Hiring for a Reputed Portfolio Management Company based in Malad Should have relevant experience into Wealth Management Pls Note: Candidate should have a valid passport and he needs to travel internationally almost every month. Male Preferred. Salary Range: 10,00,000 - 12,00,000 PA + Additional benefits as per companys norms (Medi-claim, Incentives, Travel Allowance, Phone Allowance etc) I: KEY RESPONSIBILITY AREAS: A retail Relationship Manager would primarily deal with individual retail &amp; HNI customers and advise them on various financial products and services offered by the organization. Revenue Generation: - Acquire, retain, and deepen portfolio to maximize sales performance to achieve revenue targets through, wealth management products, real estate products, asset related products (secured, unsecured) and any other products being offered by the organization. - Portfolio management. - Grow AUM and Sales revenue on a month on month basis. - Support Managers in developing and implementing action plans to achieve business objectives. - Increase product per customer on a regular basis within current customer base. - Organize and participate in all promotion activities organized at the organization. - Operational Governance. - Ensure all processes are followed to ensure that there are no operating losses/ Frauds. - Accurate and timely processing of customer instructions - Ensure adherence to KYC Norms. - Maintain standards to comply with Company Audit. - Customer Experience Management - Ensure effective relationship management by monitoring the movement of the customers and implement a customer retention program. - Minimize rejections and customer complaints to create a wow experience. - Hold periodic customer meets and branch promotions to generate more business. - Customer query handling / complaint resolution. - Specific initiatives taken to improve service and reduce bottlenecks and customer complaint - Customer visits as per laid down call frequency. II: INDICATIVE KPIs - %Achievement of New Sales Acquisition &amp; Revenue targets. - % Achievement of Book Growth targets. - % Achievements of Service Standards. HIREN - 8655002102

Mumbai

Wealth Manager - Portfolio Management Firm 

Wealth Manager - Portfolio Management Firm  ,Job Description for Wealth Manager - Portfolio Management Firm  in Genetic Callnet Consultancy Pvt Ltd in  Mumbai for (4-10) years of experience. Apply Now!

Job Description for Wealth Manager - Portfolio Management Firm  in Genetic Callnet Consultancy Pvt Ltd in  Mumbai for (4-10) years of experience. Apply Now!