Role Wealth Relationship ManagerResponsibilities1. 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 Profile6. Should have at least 4 Years of experience handling Wealth Product Sales.Required candidature:1. Any Graduate / Postgraduate with relevant Experience.2. Good relationship management and service focus skills.3. Good communication and presentation skills.4. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.
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We have vacant of 100 Relationship Officer Jobs in Maharashtra,Pune, Maharashtra,Gujral Nagar, Jalandhar, Punjab,Uttar Pradesh,Delhi/NCR,Mysore Banglore Highway, Karnataka,Haryana,Rajasthan Experience Required : 1 Year Educational Qualification : Other Bachelor Degree Skill Direct Marketing,Wealth Management,Private Banking,Finance,Direct Sales,Banking Sales, Relationship Officer etc.
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1. Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS, equity & Structured Products offerings etc.2. Identify & acquire prospective HNI clients.3. Manage clients through regular meetings.Required Candidate profile:1. Mini. 4 yrs. exp. in handling Wealth Product Sales & managing / acquiring wealth & HNI clients.2. Candidate should be comfortable in individual role.Perks and benefits:1. Quarterly incentives2. Two times appraisal in a year