Verified Job
Accounting - Finance
Wealth Relationship Manager Sales Bank 315 yrs
Accounting - Finance
#211322
Remote / WFH
Job Description
Responsibilities :
- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the company with main focus on Wealth.
- Acquires new customers through active referrals from clients in existing portfolios.
- Managing partners base off to generate sales for products like Mutual Funds, PMS/MLDs, Debentures, Bonds, AIFs and LI (In house & 3rd party products).
- Acquire new partners if existing partners become inactive and Constantly engage with partners to generate business.
- Doing various training programs for partners to train them for various products.
- The candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.
- Monitor and address HNI clients banking and Investment requirements.
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing the customer base of the portfolio.
Perks & Benefits : Bi-annual appraisal program growth in CTC twice in a year with attractive quarterly incentives
- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the company with main focus on Wealth.
- Acquires new customers through active referrals from clients in existing portfolios.
- Managing partners base off to generate sales for products like Mutual Funds, PMS/MLDs, Debentures, Bonds, AIFs and LI (In house & 3rd party products).
- Acquire new partners if existing partners become inactive and Constantly engage with partners to generate business.
- Doing various training programs for partners to train them for various products.
- The candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.
- Monitor and address HNI clients banking and Investment requirements.
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing the customer base of the portfolio.
Perks & Benefits : Bi-annual appraisal program growth in CTC twice in a year with attractive quarterly incentives
