Wealth Relationship Manager

16 hours ago

Hyderabad, Telangana, India Talent21 Management Shared Services Pvt. ltd. Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Roles and Responsibilities :

  • Catering to the investment needs of clients by providing them research based advice in Equity, 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 clients 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 / Post Graduate 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.

Required Skills presentation, service focus, communication, relationship management

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