Home Jobs in UAE Jobs in Dubai Relationship Manager Wealth Management Jobs in Dubai Relationship Manager Wealth Management

RELATIONSHIP MANAGER – WEALTH MANAGEMENT

Agile Consultants

Posted on May 8, 2018

1 - 2 years Dubai - United Arab Emirates

Any Nationality

Opening 01

Job Description

EMAIL JOB
Email sent successfully.


Job Responsibilities:
• To identify and develop new business segments and geographical areas to generate business opportunities.
• Provide the customer with various investment avenues and advising them on asset allocation.
• To analyze the customers risk appetite, time horizon and provide them advisory services.
• Procuring & soliciting business from Internal and external customers.
• Continue working with the spirit of team work and integrity.
• Coordinating and Working with the team without any time constraints
• Understanding the client profile through the process of Need Analysis .
• To provide support and designing of a sound Insurance proposal for the clients with conformance to their requirements.
• Advising HNI clients on different portfolio scheme based on their financial requirements.
• Doing every work to create Customer satisfaction which forms the main motive of the deal.
• Adhering to code of conduct and sales practices in the best interest of organization.
• Adhere to regulations applicable to insurance broking activities.
• Maintaining confidentiality of client s information.
• Assisting Client in Premium payment & Claim Settlement activities.


Finance / Treasury

Keywords

Relationship Manager Wealth Management Customer satisfaction Insurance broking Asset Allocation Claim settlement Need analysis HNI client handling Investment Procurement Portfolio

REPORT THIS JOB

Disclaimer: Naukrigulf.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information.We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at abuse@naukrigulf.com

Agile Consultants


View Contact Details
Additional Information Required

Employer has requested some additional information along with your application for this job

Login to Naukrigulf

Continue using

All your activity will remain private

or