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Waytogo Consultants logo

Private Relationship Manager

11 - 16 years

25 - 35 Lacs

Bengaluru

Posted:2 months ago| Platform: Naukri logo

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Skills Required

wealth Wealth Management HNI Sales Private Client Private Banking Portfolio Management Services Client Acquisition PMS Private Wealth AIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

To deliver exceptional volume and revenue performance by acquiring and engaging with Wealth Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & Responsibilities • Establish, manage, and grow the TRV of Wealth Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement • Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements • Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short- term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

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Waytogo Consultants
Waytogo Consultants
www.waytogoconsultants.com

Consulting

San Francisco

50 Employees

82 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    COO

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