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.
Private Banking HNI SalesMutual FundsEquity SalesHNI AcquisitionInsurance SalesBanking SalesWalk in
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
Relationship Manager Wealth Relationship ManagerFinancial AdvisorInsurance AdvisorWalk in
1. 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.