Wealth Relationship Manager

2 weeks ago

Bengaluru Kozhikode Mangaluru, India Sharekhan Full time US$ 60,000 - US$ 1,20,000 per year

Role & responsibilities

  • Wealth Manager`s primary objective will be asset gathering and increase client penetration & wallet share through regular client meetings (physical/virtual).

  • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.

  • Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.
  • Create an incremental SIP Book
  • Will be responsible for achieving New Business development targets by reactivating / activating new clients.
  • Ensure all clients are met on a regular basis.

Preferred candidate profile

  • Strong communication & written skills
  • Fluency in local language is an added advantage.
  • Excellent interpersonal skills and must be a team player.
  • Willingness to travel

Interested candidates can share CV to or Watsapp

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