3 - 8 years
6 - 10 Lacs
Posted:3 weeks ago|
Platform:
Work from Office
Full Time
Build and maintain strong relationships with high net worth clients through regular communication and meetings
- Understand clients' financial goals and risk appetite and provide them with customized investment solutions
- Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products
- Meet and exceed sales targets by acquiring new clients and increasing business from existing clients
- Keep up-to-date with market trends and changes in investment products and services
- Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience
- Ensure compliance with all regulatory and internal policies and procedures
Minimum 3 years of experience in wealth management or relationship management in the banking or financial services industry
- Bachelor's degree in finance, business, or related field
- Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage
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