Wealth Relationship Manager

17 hours 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

  • Wealth Relationship Manager

    1 week ago

    Haridwar, Uttarakhand, India Workassist Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Work Level: IndividualCore: Result DrivenLeadership: Building Work RelationshipsRole: Wealth Relationship ManagerIndustry Type: BankingFunction: Business Development Manager (BDM)Key Skills: Wealth,Wealth Manager,Wealth Head,Private Wealth,Mutual Fund AdvisorEducation: GraduateNote: This is a requirement for one of the Workassist Hiring Partner.Job...

  • Relationship Manager

    2 weeks ago

    Haridwar, UL, IN tata aia life Full time

    Role Summary In the above context the Relationship managerrole is responsible to supervise the business delivery under Banca team and Tie Ups primarily grow the business with profits Channel Management - Managing Banks NBFCs and other Micro Finance companies Key Accountabilities Responsibilities Team Management Channel Relationship Workshops ...

  • Relationship Development Specialist

    1 week ago

    Haridwar, Uttarakhand, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 11,00,000

    Job OverviewMain Responsibilities Include:Identify and cater to existing customers' financial needs by maintaining strong relationships.Process loan applications, conduct thorough credit checks, and make informed lending decisions within established guidelines.Recognize opportunities to cross-sell other bank products and services, thereby increasing revenue...

  • Relationship Manager

    2 weeks ago

    Dehradun, Haridwar, Roorkee, India Fintech Blue Solutions Full time ₹ 2,50,000 - ₹ 4,25,000 per year

    Role & responsibilitiesJob Title: Relationship Manager - Agency SalesCompany: TurtlemintLocation: Multiple Locations Across UttarakhandExperience Required: 1 to 5 Years in Field SalesSalary: 2.50 LPA to 4.25 LPA + IncentivesEducation: 12th Pass and AboveIndustry: Insurance, InsurTech, Financial Institute, Any Distribution SalesKey Responsibilities:Recruiting...

  • Senior Relationship Manager

    2 weeks ago

    Dehradun, Haridwar, Karnal, India Niva Bupa Full time ₹ 45,00,000 per year

    Role & responsibilitiesAchieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs.Support NBFCs sales force in terms of various activities like o Joint sales calls...

  • Affluent Relationship Manager

    2 weeks ago

    Aligarh, Haridwar, Prayagraj, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job DescriptionPrincipal Responsibilities:Handle personalized service requests of Affluent (Solitaire) customers and deliver TAT.Ensure strict adherence to regulatory requirements for Affluent customer segment.Coordinate with internal teams - CPC/RPC/Investment desks for execution of service requests of Affluent customers.Manage complaints and ensure...

  • Area Sales Manager

    2 weeks ago

    Haridwar, Uttarakhand, India One97 Communications Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    About Us:Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology.About the...

  • Area Sales Manager

    19 hours ago

    Haridwar, India One97 Communications Limited Full time

    About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About...

  • Senior Manager

    2 weeks ago

    Haridwar, Uttarakhand, India ICICI Lombard Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Location - HaridwarRole ObjectiveResponsible for implementing the sales strategy and generating business from new and existing agents across cities/ VO locationsImplementation of the sales budget of the business sourced from partner channels through the location.Accountable for developing new channel partners and nurture the existing ones.Managing business...

  • Senior Manager

    19 hours ago

    Haridwar, India ICICI Lombard Full time

    Location - Haridwar Role Objective Responsible for implementing the sales strategy and generating business from new and existing agents across cities/ VO locations Implementation of the sales budget of the business sourced from partner channels through the location. Accountable for developing new channel partners and nurture the existing ones. Managing...