Wealth Relationship Manager

3 weeks ago

Haridwar, India Workassist Full time

Work Level
: Individual

Core
: Result Driven

Leadership
: Building Work Relationships

Role
: Wealth Relationship Manager

Industry Type
: Banking

Function
: Business Development Manager (BDM)

Key Skills
: Wealth,Wealth Manager,Wealth Head,Private Wealth,Mutual Fund Advisor

Education
: Graduate

Note: This is a requirement for one of the Workassist Hiring Partner.

Job Summary:

  1. To up sell MF products to Retail/HNI Clients as per the assigneddatabase, generation of fresh leads through reference to shore up the clientele.
  2. Achieving the business targets assigned in terms of up selling Products,enhancing and upgrading the Client Net worth relationships.
  3. Profiling customers and provide financial products to meet customer needsEnsuring the highest levels of service to the client /HNI customers Providing Investment planning and advice.
  4. Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers.
  5. Preference to NISM Certified candidates with experience in managing Retail/HNIClients, with in depth knowledge of Mutual Funds.

Company Description

Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.

We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers.

For a seamless job search experience, visit our website:

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you

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