Wealth Relationship Manager

2 days ago

Mumbai, Maharashtra, India Zigsaw Full time ₹ 12,00,000 - ₹ 36,00,000 per year
Company Overview:
Zigsaw is a leading financial services organization in the None industry, dedicated to providing exceptional wealth management solutions to retail and high-net-worth individuals. With a strong focus on customer satisfaction and achieving revenue targets, Zigsaw offers a wide range of financial products and services to meet the diverse needs of its clients.
Role and Responsibilities:
The Wealth Relationship Manager at Zigsaw will be responsible for:
  • Dealing with individual retail and HNI customers, providing them with expert advice on various financial products and services offered by the organization.
  • Acquiring, retaining, and deepening the portfolio to maximize sales performance and achieve revenue targets.
  • Driving growth in Assets Under Management (AUM) and sales revenue on a month-on-month basis.
  • Supporting managers in devising and implementing action plans to achieve business objectives.
  • Expanding the network per customer regularly within the existing customer base.
  • Organizing and participating in all promotion activities organized by the organization.
Candidate Qualifications:
To be considered for the role of Wealth Relationship Manager, candidates should possess:
  • A minimum of a bachelor's degree in any field.
  • Proven experience in wealth management or related financial services.
  • A strong track record of achieving sales targets.
  • Excellent communication and interpersonal skills.
  • Certifications such as AMFI, IRDA, CFP, and NISM will be an added advantage.
Required Skills:
  • Financial products and services
  • Wealth management
  • Sales performance

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