High Net Worth Client Relationship Specialist
2 weeks ago
Wealth Manager Job Description
Our organization is seeking a skilled Relationship Manager - Wealth to join our team. This role involves managing high net worth clients, providing exceptional service and support.
Key responsibilities include:
- Client Profiling and Portfolio Management: Conduct thorough client profiling to offer suitable investment products, such as debt, equity, mutual funds, structured products, and real estate.
- Cross-Selling and Relationship Enhancement: Drive cross-selling initiatives, deepen relationships with existing clients, and increase the share of wallet.
- Business Development and Marketing Support: Collaborate with marketing teams to develop and implement business plans and acquisition strategies in the corporate and high net worth space.
Qualifications and Skills
- MBA/PGDBA/PGPM or equivalent qualification.
- AMFI/NISM certification (mandatory) and IRDA certification (preferred).
Benefits and Opportunities
- A competitive salary package, up to 15 LPA + incentives.
- Opportunities for career growth and professional development.
How to Apply
- Contact us via phone at +91 84888 33693.
- Share your resume with us via email at shraddha@tekpillar.com.
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