Wealth HNI Acquisition & Relations - Financial - Bangalore Hyd, Mumbai Forward Group

10 - 20 years

35 - 40 Lacs

Bengaluru, Hyderabad, Mumbai (All Areas)

Work from Office

Partner Client Relations/Sr Partner Client Relations Wealth HNI acquisition - Financial Service NBFC client - Bangalore, Hyderabad, Mumbai Key Responsibilities: Undertake new client acquisition, retention & growth Identify and acquire new customer for CTS & Wealth. To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential client (Corporates/FIs/HNIs ) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc. To ensure 100% client pe...

Posted 4 months ago

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Area Wealth Head - Team Handling role Banaglore-Hyderabad-West Management 2000 Placements And Recruitments

10.0 - 15.0 years

18 - 25 Lacs

mumbai suburban, hyderabad, navi mumbai

Work from Office

Area Wealth Head team handle knnowldge based products other than MF & LI- Take care of RE Investments, AIF, REIT's, PMS, Wealth Management, handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Required Candidate profile 8– 15 years relevant work experience in a Wealth management, BH, Area Head or BM keen for team role knowldge based role can apply too Self-starter, team player proactive & target oriented. Perks and benefits Team role. One of the leading Bank wealth N TFX

Posted Date not available

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Team Leading Role - Wealth/Investment Products- Jharkhand Avani Consulting

6.0 - 11.0 years

9 - 14 Lacs

jamshedpur

Work from Office

1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling AMC Products 2. To up sell products to Retail/HNI Clients, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest ...

Posted Date not available

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