15 - 24 years
35 - 100 Lacs
Posted:1 day ago|
Platform:
Work from Office
Full Time
One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India.
Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.
Expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.
Overall experience of around 10-20 years in the desired role with team management experience of min 3-4 years.
Should have own set of Client relationships and AUM and also the team client relationships.
Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.
Planning and achieving self and team sales targets through the defined Wealth Management products.
Responsible for acquiring Preferred clients (HNI/Ultra HNI)
Maintaining client relationships and generate AUM from Preferred clients.
Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio
Talengage
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