Relationship Manager Wealth Management Jobs in India

We are seeking a highly motivated and results-driven professional to join our team as a Stock Market and Mutual Fund Sales Executive. The ideal candidate will be responsible for acquiring new clients, promoting mutual fund products, and advising clients on equity investments based on their financial goals and risk appetite.

Greetings From Probity Consultancy Relationship Manager - Wealth Management, Life insurance, Health insurance Experience - Min.1year Chennai * Good experience in sales * Good communication skills *** IF INTERESTED APPLY TO THIS POST OR CONTACT TO THE NUMBER MENTIONED ***

1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. 2. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. 3. Ensure quality of sourcing by acquiring Potential Insignia Clients. 4. Acquiring and managing both business, individual (resident and NRI) clients.5. Increase product penetration and exit barriers, by cross- selling more number of products per client. 6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.7. Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.8. Work in close coordination with Client Experience Managers to deliver superior service to clients.9. Ensuring adherence to Compliance processes and guidelines. 10. Reduce rejection rates and improve quality of documentation.11. Ensuring 360 client engagement Total Client Ownership.

Should have the industry experience of 5 to 10 years and should have good leadership quality. To head the Sales & Marketing operations of all location. we can consider industries like banking, wealth management, luxury car sales, insurance etc.Responsibilities and Duties:shall have hands-on experience in Marketing and Sales strategies.- Responsible for Direct Sales, Channel Sales & Corporate tie-up activities for commercial project- Develop and execute plans for Direct & Channel Sales activities. Forecast market needs;- Identify key segments and develop a Market positioning plan to target key segments- Analyze Responses VS Sales of campaigns and accordingly modify the sales plans.- Generating new business opportunity for organizationQualifications: PGDM / MBAProfessional Qualifications: MBA in Sales & MarketingSpecific skills: good communication skill, good interpersonal skills

Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market

Job Title: Relationship Manager Location:Dalhousie,KolkataIndustry: Mutual Fund Distribution and wealth managementSalary: 15k 20k Monthly (Negotiable)Experience: 06 Months 1 Year Experience Responsibilities:1.Follow up with existing clients and creating new clients 2.Meeting prospects 3.Meeting with corporate clients4.Arrange investor education session5.Development and presentation of the financial analysis to the clientQualification: 1.Excellent written and verbal communication skills2.12th pass or Minimum Bachelor's Degree in any discipline.3.Hands-on experience with MS Office, specially Microsoft Excel.Interested candidates may share their updated resume throughEmail id: soumadeep@sevensagesconsultancy.com / info@sevensagesconsultancy.com or WhatsApp: 9007526401/9123856117

Wealth & Risk Management by calling existing Clients..On boarding new clients..Corporate PresentationMeeting Clients..Selling Mutual Funds and Insurance

Position: Relationship Manager - Mutual Funds (B2B Sales)Department: SalesReports To: Sales HeadLocation: ChennaiEmployment Type: Full-TimeJob Summary:The Relationship Manager is responsible for acquiring, managing, and growing B2B relationships with financial intermediaries like financial advisors and institutional clients. The role focuses on driving mutual fund sales, providing tailored investment solutions, and ensuring long-term client satisfaction.Key Responsibilities:Client Acquisition: Identify and target financial advisors, wealth managers, and institutional clients.Relationship Management: Build and maintain strong client relationships to drive mutual fund sales.Sales Strategy: Develop and execute strategies to meet sales targets.Product Knowledge: Stay updated on mutual fund offerings and market trends to provide informed advice.Client Support: Offer ongoing support and service to ensure client satisfaction and retention.Requirements:Proven experience in B2B sales, preferably in financial services.Strong understanding of mutual funds and investment products.Excellent communication and relationship-building skills.

Role involves recruitment of team. Should recruit Investment Advisors / Life advisors Should mentor and train the advisors. Development of team members take a more responsibilities Part time and full time available No sales target Rewards and recognitions available flexible working hours

communication skillshardworkingteam managementinternational business interaction skills

About Company:is an integrated and diversified financial services group. The Groups primary businesses include (a) Investment Bank (IB) shall cater to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, syndication and finance; (b) Mortgage Lending includes both wholesale mortgage lending and retail mortgage lending (home loans, education institutions lending and LAP); (c) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (d) Asset management, Wealth management and Securities business (Platform AWS) shall provide an integrated investment platform to individual clients and includes wealth management business, broking, PMS and mutual fund business.We are looking for a Relationship manager for our wealth management vertical to help us build our business activities. The relationship manager responsibilities include: bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions. If you have been dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds, have excellent communication skills, and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone, we would like to meet you. Create customized financial plans based on investment goals, risk, and performance. Manage investment portfolios, make investment decisions, and monitor asset performance Minimize tax liabilities through tax-efficient investments. Build and maintain strong client relationships on behalf of their organization Strong grasp of different types of asset classes, including MF, AIF, Insurance and other structured products. Familiar with financial and compliance regulations and fiduciary responsibilities Qualifications: Master's degree in Finance, MBA or equiva

Market Research and Analysis:Conduct comprehensive market research to identify new business opportunities and trends.Analyze competitor activities and market conditions to develop effective strategies.Client Acquisition and Relationship Management:Identify and approach potential clients to build a strong pipeline of new business opportunities.Develop and maintain strong relationships with key clients and partners.Collaborate with internal teams to ensure client satisfaction and resolve any issues.Sales and Revenue Generation:Meet and exceed sales targets through proactive sales activities.Develop and implement sales strategies to maximize revenue growth.Negotiate and close deals with clients, ensuring mutually beneficial agreements.Field Sales Activities:Conduct face-to-face meetings with potential clients to present our products/services and understand their needs.Travel to client locations for sales presentations, demonstrations, and relationship-building activities.Collaboration with Cross-functional Teams:Work closely with marketing, product development, and customer support teams to align strategies and ensure seamless customer experiences.

Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.

Main Responsibilities:-. Ability to understand customers need, explain various products and convince them about the product offerings.. Should be able to manage overall responsibilities including customer expectations, identifying new business markets and recording customer requirements..Resolving customer issues and queries..Maintaining customer relationships and cross selling to existing customers..Build and improve relationships with customers.

3-10 years; Job Description To focus on business from owning customers, helping them in their purchase decision of cars and in the process generate revenue from Life Insurance sales c from Individual customers.Educational Qualifications Any graduation, Job Responsibilities Be responsible for business by helping customers, generate revenue from Life Insurance sales from Individual customers. Exchange Possess cross functional experience in managing existing customers and as well as new customers. Be accountable for Sales performance and productivity. In the territory assigned Assess customer needs and sell customized solutions across multiple life insurance products. Achieve sales targets Guide sales team and introduce clients to them Maintain knowledge on all products and services and assist to resolve customer queries Develop new relationships with customers to increase revenue and accounts Skills Required Sales, Candidate Attributes BehavioralExcellent interpersonal and should have good verbal and written communications skills and who can take initiatives Strong analytical skills and ability to relate results to campaign objectives. Experience in cross team coordination with proven results & high ownership skills.Should be a self-starter and able to operate independently with minimal supervision. Demonstrated excellent analytical ability. Excellent interpersonal skills. Ability to influence others without formal authority.. Ability to work in a fast paced and demanding environment of a high growth start up.

AUM Capital, a premier financial brand, is seeking to add an accomplished and motivated individual to our team as a VP/AVP/Chief Manager/Sr. Manager Wealth, to its rapidly growing Wealth Management business.AUM is the largest distributor of Mutual Fund products in Eastern India, with pan-India presence in more than 10 locations. Managing assets of more than Rs. 25,000 Crs, we cater to Large Corporates treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country.The primary responsibility -1. Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.2. Asset allocation, financial planning and risk management according to client risk profile.3. Acquiring New client and business development.4. Maintaining relationship with existing client.5. Client servicing.Requirements -1. The ideal candidate for this role shall have high level of experience in Dealing with HNI clients and Corporate Treasuries, Good knowledge of financial products, superior Communication skills and providing best financial solution.2. Excellent communication skills and negotiation ability will be key.3. Must be comfortable with ambiguity and the demands that naturally arise from rapid growth.

We are looking for 20 Relationship Manager Advisory Posts in Delhi/NCR with deep knowledge in Relationship Manager Sales,Relationship Manager Wealth Management and Required Educational Qualification is : Other Bachelor Degree, B.A, B.B.A, B.Com, B.Sc, Post Graduate Diploma, M.A, M.B.A/PGDM

Details:Advising Affluent & HNI clientson their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet of existing clientsProcuring potential/target clientsthrough networking, database, market analysis, and references.Achieving financial goalsEnsurethe highest levels of customer serviceand experience to these HNI customers.