Relationship Manager Wealth - Full Time

Role & responsibilities

Client Relationship Management: Proactively engage with HNI/UHNI clients to understand needs, provide ongoing advice, and maintain long-term relationships.

Financial Planning & Risk Mitigation: Develop customized plans incorporating investment strategies, retirement planning, and tax-efficient structures.

Insurance & Product Solutioning: Recommend suitable life insurance, investment products (ULIPs, mutual funds), and risk management products to align with client goals.

Portfolio Monitoring: Regularly review client portfolios and rebalance them to match changing financial circumstances or market trends.

Sales & Business Development: Acquire new clients through referrals and networking, and achieve assigned revenue and sales targets.

• Experience

  1 - 7 Years

• No. of Openings

  2

• Education

  12th Pass

• Role

  Relationship Manager Wealth

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  sector-3, noida