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Wealth Relationship Manager
2 weeks ago
Job Description – Wealth Relationship Manager Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing client's wallet share.
Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile
Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills.
Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program.
Growth in fixed CTC twice in a year with attractive quarterly incentives.