Preferred Relationship Manager in a leading financial Co.

From 5 to 10 year(s) of experience 7,00,000 - 17,00,000 P.A. Kolkata, Mumbai, Nagpur, Pune, Ahmedabad, Jaipur, Bangalore/Bengaluru, Delhi / NCRJob Description Roles and Responsibilities# Doing financial planning and goal based sales of HNI Clients (Ticket Size Rs 10 lacs & above) # Up-selling various financial investment products to new and existing HNI clients. # Creating more pool of HNI category of clients through reference of existing HNI clients # Introducing new HNI clients in the system through Seminars & Events. # Liaison between HO and region for creating more up-sell opportunities. # Promote Focus Product of the month # Maintain records of business on internal software CRM etc. Desired Candidate Profile# Currently managing a large Book / AUM # Consistent performer enjoying an excellent reputation in market. # Excellent connectivity with client to take them along. # Not a frequent job change. # Excellent communication and presentation skill. # Hands on experience in acquiring HNI Clients and able to sell MF, Insurance, PMS, Structure Products #.It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence. Industry preferred: Banking, NBFC & Wealth Management Perks and Benefits Incentive & other benefits. Key Skills Wealth ManagementHNIFinancial Planning Retail SalesBook SizeMutual FundClient AcquisitionRelationship ManagementInsuranceAUMUHNITAMI Skills highlighted with ‘‘ are preferred keyskills Education UG:Any Graduate PG:Any Postgraduate Doctorate:Doctorate Not Required Company Profile Fortune Human Capital (P) Ltd Our client is a leading Wealth Management Co. having diversified financial interest and dominant presence in market. They are being counted among Best Employer. Company Info Recruiter Name:HR department Contact Company:Fortune Human Capital (P) Ltd Telephone:91-XXXXXXXXXX Reference Id:PRM