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Relationship Manager/senior Relationship Manager - Wealth Management F

3 - 8 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 30+ days ago Job Applicants: 35 Job Views: 189

Job Description

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    Job Title : Relationship Manager / Sr.Relationship Manager (Wealth Management) - Delhi

    Category : Financial Services

    Job Description : A Leading Wealth Management Company in Delhi requires a Relationship Manager / Sr Relationship Manager and the responsibilities include

    Job Title : Relationship Manager / Sr Relationship Manager - Delhi

    Job Responsibilities :

    - The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects

    - Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services

    - Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet

    - Acquire New Clients for the firm and also develop new territories.

    - Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients

    - Adhere to all company processes and policies, and carry the brand through developed functional and behavioral skills

    Deliver Sales Targets :

    An advisor need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for Wealth Management while acquiring new clients as well

    Required Candidate profile

    Key Skills :

    - Excellent written and oral communication skills

    - Strong Organizational Skills

    - Experience in investment/financial services & knowledge about capital markets

    - Strong Teamwork and Collaboration

    - Relationship Management & Interpersonal skills

    - Post-graduate qualification would be preferred in Wealth/ Private Banking

    Mandatory :

    - Relationship Manager - Book Size of 10cr to 80cr

    Sr. Relationship Manager - Book Size of 100 cr and above

    Industry : Finance

    Relevant Experience : 3 - 9 years

    Job Location : Delhi

    Working Days : 5 days

    Qualification : Graduation

    Location: Delhi/NCR

    Required Experience: 3-9 yrs

    Positions: 1

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Corporate Banking

Role:Client Servicing/Key Account Manager

Employment Type: Full Time, Permanent



UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Company Profile:

Morpheus Consulting

Client of Morpheus Consulting
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