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Relationship Wealth Manager - Investment Product

Relationship Wealth Manager - Investment Product

TekPillar

2 - 7 years

2 - 4 Lacs

hyderabad chennai

Posted:1 day ago| Platform:

Apply

Skills Required

equity hni commodities equity broking sales equity advisory currency trading business development dealing shares mutual funds broking cross selling currency derivatives portfolio derivatives share broking equity derivatives nism demat nism viii pms stock brokerage

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager Investment Products

Key Responsibilities

Acquire and manage High Net Worth (HNI) clients Affluent & Super Affluent segments.
Achieve business targets through cross-selling and client retention.
Provide customized investment advice and portfolio recommendations.
Conduct regular client and partner meetings to maintain engagement.
Stay updated on financial market trends and new investment opportunities.
Maintain client data and activity records in CRM systems.

Required Skills and Competencies

Strong understanding of
equity, mutual funds, and investment products
.
Excellent communication and relationship management skills.
Consultative selling approach with a focus on long-term client value
Proficiency in
MS Office
and CRM tools.

Qualification & Experience

Education:
Post Graduate / MBA or equivalent.
Experience:
Minimum 3-5 years of experience in
investment products, equity, or wealth management
.

Why Join

Opportunity to work with a top-tier financial organization.
Exposure to HNI and UHNI clientele.
Growth-oriented work environment with attractive incentives.

For More Information:

Komal B. / HR Team

Phone/WhatsApp: +91 93289 59079

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