Wealth Relationship Manager - NBFC

Wealth Relationship Manager - NBFC

Job description

• This job is responsible for managing the portfolio of the clients, providing them best solutions & services, which help them to grow there wealth with Multiple Solutions.

Profile Comprehension & Required Skills :

• To do the entire portfolio analysis of your clients.
• Performing need analysis of the HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management.
• Managing and improving relationship values with existing HNI & Ultra HNI client's.
• Selecting products for the HNI & Ultra HNI client's according to their requirements from all liabilities products.
• Formulating strategies to expand the HNI & Ultra HNI client's base.
• Maintaining long term relationships with existing HNI & Ultra HNI clients so as to increase the revenue base for the company.
• Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.
• Achieving financial goals of the HNI & Ultra HNI clients through various product line like LI, MF, FI, GI, Real Estate, etc.

Solutions :

• Mutual Funds (MF) (mandatory knowledge)
• Life Insurance (LI)
• General insurance (GI)
• Health Insurance
• Fixed Deposits (FD)
• Liability Products
• CPOF
• FMPS
• Real Estate
• SIP
• Golds
• Bonds