Our client, a leading brokerage house and a financial services powerhouse is seeking exceptional candidates as RMs – HNI/PCG
Position: Wealth Manager/ Relationship Manager (HNI / PCG)
Client: One of the leading financial services players
Location: Mumbai, Ahmedabad, Delhi
Compensation: Best in the industry
Key Accountabilities:
Profile:
- Acquire HNI and super HNI clients through various initiatives such as client referrals, event management and lead generation, cold calling, customer visits etc
- Deliver on the assigned sales/relationship targets
- Develop and expand existing client relationships
- Manage financial portfolios for clients and advise them.
- Work closely with the advisory and product development teams for delivering specialized advise to the clients on any product
- Ensure levels of client servicing as per defined
SLA 's at the front office as well as back office (response to customers, query resolution) - Monitor competition, identify industry benchmarks and sales processes, integrate into Brics on an on going basis
Key Requirements:
- 3 - 10 yrs of experience in Wealth Management with any broking firm / Private / MNC Indian Bank
- Graduation in any discipline / CA / MBA
- NCFM / AMFI is desirable
- Understanding of equity, insurance, mutual funds and other wealth management products
Interested candidates may send in their CVs to Radha@curvehr.
Regards
Mousumi
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