High Net Worth Relationship Professional
5 days ago
As a key player in our organization, you will be responsible for building and maintaining relationships with high net worth individuals.
Key Responsibilities:
- Identify and acquire new clients to build a strong portfolio of wealth management services.
- Conduct thorough client profiling to offer personalized financial solutions.
- Manage and analyze client portfolios to ensure optimal performance and profitability.
- Develop and execute strategies to deepen client relationships and increase revenue streams.
- Collaborate with the marketing team to develop effective plans for client acquisition and retention.
Requirements:
- MBA / PGDBA / PGPM or equivalent degree from a recognized institution.
- Professional certifications such as AMFI / NISM (mandatory) and IRDA (desired).
What We Offer:
A competitive compensation package that includes incentives and opportunities for growth and development.
Required Skills:
- Strong knowledge of wealth management and financial markets.
- Excellent communication and relationship-building skills.
- Ability to analyze complex financial data and make informed decisions.
- Strategic thinking and problem-solving skills.
Interested candidates can apply by sharing their resume at +91 84888 33693 | shraddha@tekpillar.com
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