Wealth Relationship Manager

KRA

Profile : (Sales and Service ):

• Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
• Acquisition, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.
• Procuring the potential clients through networking, database, market analysis and references.
• Generating cross-sell revenue and doing 360-degree financial planning by wealth management.
• Managing and improving relationship values through latest updates & development in market.
• Liaison with operations team to resolve queries and revenue generation.
• Comply with organizational guidelines and norms.
• Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.
• Identifying, acquiring, developing and maintaining customer relationships.
• Maintaining up to date knowledge of competitor activity, products and services.

Desired Competencies for all the position

• Adequate knowledge financial products like Equity, Commodity, Currency, Mutual Funds, IPO’s , loans and Insurance
• Excellent communication skills
• Excellent objection handling and conflict management skills
• Excellent relationship management skills
• Efficient selling skills.
• NISM certified candidates will be preferred.

Others : Two- wheelers will be preferred

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Job Type: Full-time

Pay: ₹120,000.00 - ₹240,000.00 per year

Benefits:

• Provident Fund

Work Location: In person

Speak with the employer
+91 9430342599