SENIOR RELATIONSHIP MANAGER Wealth ▪ Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. ▪ Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to client’s basis their requirements and goal. ▪ Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. ▪ Update and cross – sell products and services to existing clients and update them about the primary and secondary market trends. ▪ Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL. ▪ Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation. ▪ Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. ▪ Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives. ▪ Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks. ▪ Adhere to all regulatory guidelines and compliance standards, ensuring that clients' investments comply with relevant laws and regulation. ▪ Provide regular performance reports to clients, detailing the performance of their portfolios, investment strategy adjustments, and progress toward financial goals. ▪ Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations. ▪ Collaborate with other departments, such as legal, tax, and estate planning, to offer comprehensive financial solutions to clients
Other Details
- It is a Full Time Sales / Business Development job for candidates with 5 - 6+ years Experience.
More about this Senior Wealth Relationship Manager job
What qualifications and experience are required for this Senior Wealth Relationship Manager position?
Ans : Candidates should have All Education levels with 5-7 years of experience.
What is the salary and job type for this role?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Senior Wealth Relationship Manager job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Bekarbandh, Dhanbad.
How many vacancies are there for this Senior Wealth Relationship Manager job?
Ans : There is 1 vacancy for this Senior Wealth Relationship Manager role.
Is this job open for all genders?
Ans : Yes, this Senior Wealth Relationship Manager job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Senior Wealth Relationship Manager position is Bekarbandh, Dhanbad.
What makes this Senior Wealth Relationship Manager job a good opportunity?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.
A Naukri Group company
LoginHire Local Staff
Not Disclosed
Muthoot Fincorp Limited
Bekarbandh, Dhanbad
5 - 6+ years Experience in Sales / Business Development
Full Time
