Wealth Relationship Manager- A leading Wealth @ Premier Consultants

Job Description

Job description

Opportunity with A Leading Wealth Management Company

Location - Pune, Delhi , Chandigarh

Designation :Relationship Manager - Wealth - (Sr. Manager / AVP)

Job Details :

Responsible for attracting NTF (new to the firm) clients, generating income, and maintaining relationships with HNI/UHNI & corporate clients, as well as delivering financial advice services. AUM or book size increase must be ensured.

Roles & Responsibilities :

1. Responsible for business development through acquisition of high net-worth clients.

2. Responsible for achieving targets based on acquisition and revenue generation through investment products.

3. Must ensure the growth of AUM / Book Size

4. Analyze client portfolios and make necessary suggestions.

5. Recommend financial products.

6. Analyze client portfolios and make necessary suggestions.

7. Create and enforce plans that will help meet the needs of the customer

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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