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Easy Investology Pvt Ltd
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Wealth Relationship Manager

Wealth Relationship Manager

Easy Investology Pvt Ltd

0 years

|

0 Lacs

kalyan maharashtra india

Posted:2 months ago| Platform: Foundit logo

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Skills Required

mutual funds wealth management client servicing financial product sales pms insurance investment solutions financial advisory

Work Mode

On-site

Job Type

Full Time

Job Description

Wealth Relationship Manager

Wealth Management, Banking, or Financial Advisory

Key Responsibilities:

Build and maintain strong client relationships.
Offer personalized investment solutions across mutual funds, insurance, PMS, and other financial products.
Achieve sales and revenue targets through effective client engagement.
Ensure client satisfaction and long-term portfolio growth.

Eligibility:

Only candidates from
Banking or Wealth Management
backgrounds should apply.
Proven experience in client servicing and financial product sales is mandatory.

Location:

Salary:

Education:

More Jobs at Easy Investology Pvt Ltd

Wealth Relationship Manager

kalyan, maharashtra, india

Experience: Not specified

Salary: Not disclosed

Wealth Relationship Manager

kalyan, maharashtra, india

Experience: Not specified

Salary: Not disclosed

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Easy Investology Pvt Ltd

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