Wealth Relationship Manager in Delhi

Key Responsibilities

• B2B Business Development: Acquire and manage channel partners to expand business reach and revenue.
• Client Acquisition: Identify, approach, and onboard HNI and corporate clients for investment portfolio management.
• Cross-Selling: Promote and sell a wide range of financial products, including health insurance, motor insurance, life insurance, loans, and other investment solutions.
• Sales Achievement: Consistently meet and exceed sales, revenue, and business growth targets.
• Portfolio Support: Assist in handling and monitoring client investment portfolios in coordination with wealth experts.
• Sales Promotion: Plan, organize, and execute promotional activities to enhance visibility and client engagement.
• Relationship Management: Build, nurture, and maintain long-term professional networks with partners and clients.
• MIS & Reporting: Prepare and publish regular business reports, MIS, and performance analysis.
• Data Analytics: Perform data mining, client profiling, and market segmentation to identify growth opportunities.
• Operational Support: Carry out other business/official tasks as assigned by management.
  

Compensation & Benefits

• Salary Package: ?2.5LPA ?5 LPA (Fixed + Performance-based Incentives).
• Lucrative incentive structure linked to acquisition targets and revenue generation.
• Additional benefits and allowances as per company policy.
• Career progression opportunities to Senior Acquisition Manager / Business Head roles.