
Financial Advisor
2 weeks ago
Maximize Your Career Potential as a Wealth Strategist
Job Summary:
The Role of Relationship Manager - Wealth involves developing and maintaining strong relationships with High Net Worth Individuals (HNIs) to ensure seamless service delivery.
Key Responsibilities:
- Conduct thorough client profiling to offer Debt, Equity, Mutual Funds, Structured, and Real Estate products that align with their investment goals.
- Manage and analyze client portfolios to optimize performance and profitability.
- Drive cross-selling initiatives to deepen relationships and enhance the share of wallet.
- Support marketing plans and acquisition initiatives in the corporate/HNI space.
Requirements:
- MBA or equivalent degree
- AMFI/NISM certification (mandatory)
- IRDA certification (preferred)
Key Skills:
- Wealth Management and Financial Markets Knowledge
- Client Acquisition and Relationship Management
- Portfolio Analysis and Management
- Business Development and Cross-Selling
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