Wealth Relationship Manager
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Job Description:
Roles and Responsibilities:
- Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
- Doing various training programs for partners to train them for various financial products
- Maintaining relationship with partners to generate business
- Acquire & Soure Franchise & generate revenue
- Catering to the investment needs of clients through partners by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
- Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new partners.
Required Profile:
- Candidates with prior experience of handling B2B Channel ( Preferred)
- Should have at least 3 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/ Wealth Product knowledge is mandatory.
Offered Benefits / Facilities :
- Bi Annual Appraisal Program.
- Aggressive incentive structure & Pay-outs, including international travel contests based on your performance.
- Emphasis on your learning and development, with comprehensive product and other training initiatives.
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