Relationship Manager- Private Wealth Saplings HR

0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Purpose of the Job The role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices Key Responsibilities Ensure effective and smooth relationships with assigned distributors/clients in the region to drive consistent business growth. Responsible for prospecting and selling AIF & PMS products to High Net Worth Individuals (HNIs) through direct sales efforts and third-party distributors. Develop strong distribution relationships through continuous engagement, training programs, an...

Posted 1 month ago

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Wealth Manager HNI /Ultra HNI Acquisition- Chennai Contactx Resource Management

4.0 - 9.0 years

10 - 15 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

Largest Wealth Management Company is hiring for below role Please send cv on ia@contactxindia.com call on 7208835289 / 8460893374 Role & responsibilities Key Responsibilities & Accountabilities : • Will be responsible for primarily selling Equity based investment products. • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. • Responsible for achieving targets as assigned by the organization on a monthly basis. • Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge : • Graduate / Post graduate • Experience in direct selling of financial products like Equity/ Mutual Fund/C...

Posted 4 months ago

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