Wealth Management Expert
5 days ago
As a Relationship Manager, you will be responsible for managing a portfolio of affluent clients and providing them with tailored financial solutions.
The ideal candidate will have excellent communication skills, a strong understanding of financial markets and economic trends, and the ability to manage complex client requirements.
- Meeting and exceeding sales targets for high net worth individuals (HNIs) and treaty partners (TPPs)
- Building and maintaining strong relationships with clients to ensure their financial needs are met
- Developing and implementing customized financial plans for clients
- Staying up-to-date with market trends and competitor activity
Requirements:
- Minimum 2 years' experience in wealth management or a related field
- Strong understanding of CA, trade, and forex, as well as asset products such as current accounts, overdrafts, term loans, and export finance
- Self-starter with excellent communication and interpersonal skills
Key Skills:
- Graduation/Post-Graduation in Marketing/Finance
- AMFI Certification, NCFM Certification (optional), CAIIB, IRDA, Sales and Influencing Skills, Banking Product & Process Knowledge, Relationship Management and Negotiation Skills, Planning and Organizing Skills, Communication, Knowledge of Competition & Current trends in financial Industry
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