Wealth Relationship Manager - Banking & Financial Services

About the client:

- Company Name: Client of Upgrad Rekrutindia

- Industries: Real Estate / Property

- Company Type: Forbes Global 2000

- Funding Stage: Acquired

- Headquarter Location: Maharashtra

- Nature of Offering: Service

- Founding Year: 2017

- No of Employees: 1001-5000

Job description:

1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.

2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

3. Will be primarily responsible for identifying, and souring clients in equity broking.

4. Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Responsible for achieving targets as assigned by the organization on a monthly basis.