Home
Jobs
Companies
Resume
WOW Softech logo

Job opening For the role of Wealth RM with a leading NBFC

4 - 9 years

15 - 25 Lacs

Lucknow Bengaluru Delhi / NCR

Posted:1 month ago| Platform: Naukri logo

Apply

Skills Required

Wealth Relationship

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job description - This job is responsible for managing the portfolio of the clients, providing them best solutions & services, which help them to grow there wealth with Multiple Solutions. Profile Comprehension & Required Skills : - To do the entire portfolio analysis of your clients. - Performing need analysis of the HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management. - Managing and improving relationship values with existing HNI & Ultra HNI client's. - Selecting products for the HNI & Ultra HNI client's according to their requirements from all liabilities products. - Formulating strategies to expand the HNI & Ultra HNI client's base. - Maintaining long term relationships with existing HNI & Ultra HNI clients so as to increase the revenue base for the company. - Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process. - Achieving financial goals of the HNI & Ultra HNI clients through various product line like LI, MF, FI, GI, Real Estate, etc. Solutions : - Mutual Funds (MF) (mandatory knowledge) - Life Insurance (LI) - General insurance (GI) - Health Insurance - Fixed Deposits (FD) - Liability Products - CPOF - FMPS - Real Estate - SIP - Golds - Bonds

More Jobs at WOW Softech

Urgent hiring- Dot Net Full stack Developer (Chennai)

Chennai

6 - 11 yrs
|

INR 20 - 27 Lacs

Software Quality Assurance Module Lead (Banking Domain SME)

Noida

3 - 8 yrs
|

INR 20 - 25 Lacs

Urgent Hiring For AEM Fullstack Architect - Night Shift

Bengaluru

8 - 12 yrs
|

INR 25 - 35 Lacs

GM Sales Modern Trade FMCG Hyderabad

Hyderabad

15 - 20 yrs
|

INR 20 - 30 Lacs

Credit Analyst

Chennai, Bengaluru, Hyderabad

1 - 6 yrs
|

INR 3 - 8 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Wealth Relationship Interview Now

My Connections WOW Softech

Download Chrome Extension (See your connection in the WOW Softech )

chrome image
Download Now
WOW Softech
WOW Softech
www.wowsoftech.com

Software Development

San Francisco

50-100 Employees

128 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    CTO

RecommendedJobs for You

WOW Softech logo

Job opening For the role of Wealth RM with a leading NBFC

WOW Softech

Lucknow, Bengaluru, Delhi / NCR

WOW Softech logo

Job opening For the role of Wealth RM with a leading NBFC

WOW Softech

Lucknow, Bengaluru, Delhi / NCR

Bossberry Learning logo

Relationship Manager @Nuvama Wealth and Investment

Bossberry Learning

Bangalore Rural, Bengaluru

QuickTurtle logo

Relationship Manager, Wealth

QuickTurtle

Mumbai, Thane, Navi Mumbai

Sharekhan logo

Investment Portfolio Advisor/Wealth Manager

Sharekhan

Kolhapur, Pune, Sangli

V Konnect logo

Relationship Manager_Leading Banks_Delhi NCR/Gurgaon

V Konnect

New Delhi, Gurugram

QuickTurtle logo

SVP/VP/AVP/Relationship Manager - Private Wealth Managers/PB

QuickTurtle

Mumbai

Sharekhan logo

Wealth Manager

Sharekhan

Bengaluru

Motilal Oswal Financial Services (MOFSL) logo

Sales Wealth Manager @Motilal Oswal

Motilal Oswal Financial Services (MOFSL)

Bangalore Rural, Bengaluru

Nuvama Wealth logo

Wealth Manager

Nuvama Wealth

Kolkata, West Bengal, India