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Job Description
One of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00,000 cr. is hiring for 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 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 / 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.
