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Relationship Manager/Wealth Manager

Make My Wealth LLP

Monitor and address HNI clients Investment requirements

Use financial acumen and investment expertise to review a client’s personal data, align clients need through superior service, thereby helping the client reach short term and long term investment goals

Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

Achievement of product- wise targets and cross selling products as per the demographic, lifestyle and risk profiling

Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio

Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

Ensuring client contact ability at all times through updation of latest contact details in all necessary systems.

Regular contact with all mapped clients through weekly / monthly calls

Resolution of queries for all managed clients within TAT specified

Relationship Manager/Wealth Manager
MBA, B.Com
Freshers can also apply
Additional Information
Ability to manage relationships to improve relationship value of existing Clients
Skills in building and maintaining long term relationships, deepening relationship and growing revenues for the organization
Aptitude towards delivering high quality customer service with good organizational and interpersonal skills
Decision making skills with strong sense of ownership and ability to work under pressure
Ensure compliance with key regulatory requirements
No. of Vacancies
Ghatkopar - Mumbai