Job Title: Wealth Manager
Deputy Manager – Wealth Manager
Exp: 1 to 8 years:
Grade: DM2 / M1
Education: MBA/PGDM from Tier 1 & Tier 2 institute passout (2009 / 2010 / 2011 / 2012 / 2013 / 2014) and Graduates with 8 year and above experience.
Looking for candidate with good communication skill and has interest in Sales!
Monitor and address HNI clients’ banking and investment needs
Use financial acumen and investment expertise to review a client’s personal data, align a clients need through superior service, seamlessly align service delivery for enhanced experience, thereby helping the client to reach his short term and long term investment goals
Focus on business development & Sales across liabilities, business banking, assets and fee to assist and grow the existing relationship value, revenues & improved client stickiness
Achievement of product wise target
Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base portfolio
Consult risk profiling of all mapped clients for better advisory on investment needs
Ensuring client contactability at all times and update of contacts in all necessary systems
Regular contact with all mapped clients through weekly/monthly calls
Resolution of queries of all mapped clients within TAT specified
Ensuring need based product approach towards clients and regular reporting of product penetration
Reaching out to all mapped clients on regular basis and cross selling as many products as possible.
Ability to manage relationships to improve relationship value of existing customers
Ability to build and maintain long term relationships deepening relationship and growing revenues
Ability to provide seamless and superior service delivery
Ability to ensure compliance with key regulatory and bank level requirements.
Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: Sales , Retail , Business Development
Role Category:Institutional Sales
Role:Sales/Business Development Manager
Desired Candidate Profile
UG: Graduation Not Required
PG:MBA/PGDM – Any Specialization
Doctorate:Any Doctorate – Any Specialization, Doctorate Not Required
Please refer to the Job description above
HEADHUNTERS HR PVT. LTD.
HEADHUNTERS HR PVT. LTD.Established in 2003, HEAD HUNTERS HR Pvt. Ltd. pioneered the concept of ‘Turnkey Hiring Projects’ in India. With a vast experience and in-depth understanding of precise requirements in the recruitment process, we provide immeasurable value to both employers and jobseekers.In this dynamic environment and competitive market place, our rigorous search methodologies and extensive database help us provide your organization with the right human resources including permanent as well as flexi-staffing solutions to maintain that competitive edge. Our timely and goal-oriented services across several domains offer several benefits in terms of time, cost and administration.
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Recruiter Name:Aditi Agrawal