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Relationship Wealth Manager

Relationship Wealth Manager

AIS Technolabs

1 - 4 years

3 - 5 Lacs

Ahmedabad

Posted:17 hours ago| Platform:

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Skills Required

HNI Sales Portfolio Management Mutual Funds females HNI Client Handling Office Work Wealth Management HNI Relationships Sales Insurance Investment Advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

We Do Have An Opening For Role: Relationship Wealth Manager - HNI Sales Role & Responsibilities Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships Driving higher product and channel penetration to deepen mapped relationships and increase wallet share with Tred+. Customer Engagement Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Female Candidates Only Interested Candidate Share Your Updated Resume On This Mail Id - nisha@allianceinternational.co.in Contact Number - 9099408000

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AIS Technolabs

www.aistechnolabs.com/

IT Services and IT Consulting

Ahmedabad Gujarat

201-500 Employees

66 Jobs

Key People

Amit Jain

CEO
Ankita Joshi

Project Manager

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