Array ( [0] => wealth-manager [1] => amritsar ) Wealth Manager Jobs in Amritsar,Wealth Manager Job Vacancies in Amritsar Punjab
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Wealth Manager Job Vacancies in Amritsar

Wealth Relationship Manager

Skywings Advisors Private Limited

Relationship Manager Wealth Management HNI Acquisition HNI Sales Insurance Sales Equity Sales Mutual Funds Sales Banking Sales Product Portfolio Management Walk in
Roles and Responsibilities: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 Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. 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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Portfolio Wealth Relationship Manager (Deputy Manager)

Waytogo Consultants Pvt Ltd

  • 2 - 7 yrs
  • 8.0 Lac/Yr
  • Amritsar
Casa Sales Portfolio Wealth
HNI Relationship Manager is primarily responsible for providing financial solutions to the HNI customers and ensuring value added services.Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers.Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.
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Opening For Relationship Manager Wealth

Skywings Advisors Private Limited

HNI Sales Wealth Relationship Walk in
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 clients 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.
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