
Financial Professional
6 days ago
Job Role:
Relationship Manager - Wealth
Location: Chennai, Tamilnadu
- Key Responsibilities:
- Manage high net worth individuals' accounts.
- Conduct client profiling to offer debt and equity products.
- Manage and analyze portfolios for performance.
- Drive cross-selling and deepen customer relationships.
- Support business plans in the corporate/HNI space.
Qualifications
- MBA or equivalent degree.
- AMFI/NISM certification is mandatory, IRDA preferred.
Compensation:
Up to 15 LPA + incentives based on performance.
Essential Skills:
- Wealth Management and Financial Markets Knowledge.
- Client Acquisition and Relationship Management.
- Portfolio Analysis and Management.
- Business Development and Cross-Selling.
Interested candidates can contact us.
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