Wealth Manager

2 days ago

Aligarh, Uttar Pradesh, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,00,000

Key Role: Wealth Management Relationship Manager

Job Description

As a skilled wealth management professional, you will build and maintain high-value relationships with clients to understand their financial goals and objectives. You will provide tailored solutions to meet their needs, focusing on customer acquisition, client relationships, and AUM growth.

Key Responsibilities
  • Customer Acquisition: Identify and acquire new customers by leveraging existing bank connections and potential clients who can benefit from our products and services.
  • Client Relationships: Develop and maintain strong, long-term relationships with clients, providing regular updates on their investments and offering new product recommendations as needed.
  • AUM Growth: Focus on growing the assets under management (AUM) through upselling and cross-selling products to existing clients and acquiring new ones.
  • Performance Metrics: Meet or exceed individual and team targets for client acquisition, AUM growth, and other key performance indicators.
Requirements
  • Experience: Minimum 2 years of experience in wealth management, insurance, or retail relationship management.
  • Education: Graduation or post-graduation in marketing or finance.
  • Certifications: AMFI certification and other relevant certifications in the field of banking and finance.
  • Skills: Strong understanding of CA, trade & forex, CMS, and asset products; self-starter; excellent communication and interpersonal skills; ability to manage complex client requirements.

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