Relationship Manager - Wealth Management @ IIFL Securities

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Relationship Manager - Wealth Management

IIFL Securities
4 - 9 years
Mumbai
6 years ago
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Job Description

Job Description

Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization. Help in building and maintaining relationships with Distributors.

1) New Business Development - Mutual Funds, Equities (3rd Party Products - Insurance, Bonds etc)

2) Building deeper relationships with Clients and Distributors.

Responsibilities and Duties.

Excellent communication and negotiation skills. Must be fluent in English.

Need to acquire and service the clients and also need to manage the Marketing associates and Franchisees.

Direct-sell products and services to both new clients.

Managing and improving relationship values through clientele.

Liaison with Distributors to resolve queries and revenue generation.

Generate leads and develop prospects, network to identify referrals to new clients

Identify and execute on new business opportunities with existing clients

Excellent track record of managing portfolio of Clients and generating revenue.

Desired Candidate Profile

Should Have minimum of 4 to 5 years of experience working with a bank, Wealth Management or financial Advisory firm.

Interested candidate can share their resume on na**********a@ii*l.com

Job Classification

Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Financial Services/Stock Broking
Role: Financial Services/Stock Broking
Employement Type: Full time

Education

Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required

Contact Details:

Company: India Infoline Securities Limited
Address: IIFL Center Kamala City, MUMBAI, Maharashtra, India
Location(s): Mumbai

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Keyskills: Wealth Management HNI Sales Portfolio Management UHNI Sales Relationship Management Franchisee Management Investment Advisory RM

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₹ 3,00,000 - 5,00,000 P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

IIFL Securities

IIFL Securities Limited IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broki...

Relationship Manager - Wealth Management @ IIFL Securities

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