Wealth Relationship Manager (Full Time)

Hi,

We are hiring for a leading wealth and asset management firm.

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 client’s wallet share.

• Identifying prospective clients & acquiring new clients.

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

Required Profile

• Should have at least 4 Years of experience handling Wealth Product Sales.

• Any Graduate / Postgraduate with relevant Experience.

• Good relationship management and service focus skills.

• Good communication and presentation skills.

• Investment Product knowledge is mandatory.

• Experience

  4 - 10 Years

• No. of Openings

  20

• Education

  Graduate

• Role

  Wealth Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office