Relationship Manager Wealth Management

2COMS Consulting Pvt. Ltd.
  • Gurgaon
  • Confidential
  • 6-10 years
  • Views
  • 14 Nov 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

We are looking for a Relationship Manager to build and preserve trusting relationships with our customers. Well rely on you to find ways to outperform

Our competition and maintain our company's positive image by providing the Best solution to the financial needs of the clients.

To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. 

We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills.


Acquire and build AUM

Maximize profit and achievement of the growth of premier clients​ portfolio.

Build effective relationship with clients to retain and develop sustainable relationships.

Do regular reviews with clients to understand their current & long term needs and advise them on the services that help them achieve their goals.

Through disciplined portfolio management, develop strategies to increase wallet share of existing clients & actively manage a prospect pipeline.​

Resolve customer complaints quickly and effectively​

Aim to preserve customers and renew contracts​

Approach potential customers to establish relationships

Gain solid knowledge of competitors.

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About Organisation

2COMS Consulting Pvt. Ltd.