Relationship Manager Wealth (Full Time)

Key Skills

HNI Sales Wealth Relationship Manager Walk In

Job Description

Job Description Wealth Relationship Manager

Roles and Responsibilities

Catering to the investment needs of clients by providing them research-based advice

in MF, Insurance, PMS & Structured Products offerings.

Manage clients through client visits, suggest financial products to the clients and achieve

business target.

Responsible for product penetration and increasing clients wallet share.

Identifying prospective clients & acquiring new clients.

Candidate should have experience of managing / acquiring wealth & HNI Customers.

Experience : 6 - 10 Years

No. of Openings : 10

Education : B.A, B.C.A, B.B.A, B.Com, B.Sc, B.Tech/B.E

Role : Wealth Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About Podium Systems Private Limited

Podium Systems is a Pune & Singapore based Placement & HR Solutions company. We help businesses accelerate revenue growth through focused Engagement. By bringing together market leading expertise across various domains and roles. We assist clients in getting the right human capital in the shortest time and at the right price. Our team works round the clock serving 13 countries across various time zones. We expertise in Hiring locals in various countries at the best price.
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