Relationship Manager / Wealth Manager

22 Steps Business Solutions

1 - 6 years

3 - 8 Lacs

mumbai navi mumbai mumbai (all areas)

Posted:1 day ago| Platform:

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Skills Required

sales hni mutual funds bonds portfolio equity acquisition wealth manager relationship manager pms uhni mf rm investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

JOB OPENING IN FINANCE SECTOR!!!

Job Opportunity

Relationship Manager / Wealth Manager

Any Graduate / Post Graduate

Mumbai (All Areas), Navi Mumbai, Thane

: Upto 15 Lacs p.a. (+ Incentives)

Other Perks /Benefits:

Incentives + PF + ESIC + Mediclaim + Insurance + Paid Leaves
Annual Increment + Bonus.
Day Shift Only

To schedule interview send your CV on below email id

Email Id:-

Role & Responsibilities for Relationship Manager:

New Client Acquisition
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships
Revenue generation revenue to be generated from the all the products from sourced accounts
Need to maintain relations with his clients and with the team members.

Role & Responsibilities for Wealth Manager:

Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products.
Responsible for achieving Net Equalized Assets collected (LS) targets for mappedbook.
Meet the required AUM, investor acquisition and AUM targets for a given area.
Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book
Joint calls with branch team.

Preferred candidate profile:

Minimum Graduation
Should have a sound understanding / knowledge of capital markets.
Prior experience in sales will be preferred

Thanks & Regards,

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