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20 DSP Eminence Consulting Services Jobs
Senior Relationship Manager - Wealth Management Firm (5-10 yrs)
5-10 years
Senior Relationship Manager - Wealth Management Firm (5-10 yrs)
DSP Eminence Consulting Services
posted 3+ weeks ago
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Job Description
Hiring for Senior Relationship Manager with a Wealth Management Firm
Responsibilities:
- Onboarding, Handling and Managing HNI clients.
- Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography.
- Aiming for consistent growth of customer wallet share and book size.
- Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.
- Constantly review client portfolios and give a birds eye view.
- Ability to work in partnership and drive leads & AUM.
- Service existing clients with the support of client servicing team
- Adherence to all regulatory, statutory, and corporate compliance standards.
Functional Areas: Other
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