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Wealth Manager - Private Clients Group (1-20 yrs)
HiyaMee Private Limited
posted 3+ weeks ago
Job Description
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
1. Acquiring HNI clients (Affluent & Super Affluent)
2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
3. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
4. CRM - Partner & client meeting.
Functional Areas: Banking/Insurance
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What people at HiyaMee Private Limited are saying
What HiyaMee Private Limited employees are saying about work life
based on 272 employees
Strict timing
Monday to Saturday
No travel
Day Shift
HiyaMee Private Limited Benefits
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Work From Home Team Outings Soft Skill Training Job Training
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HiyaMee Private Limited Bangalore / Bengaluru Office Location
Bengaluru/Bangalore, Karnataka Office
Headquarter
258, Raheja Arcade, 5th Block, Kormangla, 560095
Bengaluru/Bangalore, Karnataka
560095
560095
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