Wealth Relationship Manager jobs in North Delhi (Delhi) - Innergie solution pvt ltd

Roles and Responsibilities:

Based on your experience and company's profile you will be responsible for some/all of the following:-

• Procuring the potential clients through networking, database, market analysis and references.

• Generating cross-sell revenue and doing 360 degree financial planning by wealth management.

• Managing and improving relationship values through clienteling.

• Liaison with operations team to resolve queries and revenue generation.

• Comply with organizational guidelines and norms.

• Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.

• Achieving financial goals and maintaining organization brand value.

Job Specification:

• Qualification: Graduation or MBA (Both Can Apply).

• Experience: 0.6 month - 8 years.

• Hands on experience in wealth/portfolio management, financial planning or investment advisory in at least one of the following products: Mutual Funds (MF), Life Insurance (LI), General insurance (GI), Health Insurance, Fixed Deposits (FD), Liability Products, etc.

Why should you be a part of us:

• Best leaders form our umbrella brand.

• The company has a huge badge in the industry for over 53 years

• Best salaries offered with lucrative incentives & benefits.

• Consistent ascend of opportunities and career growth.