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Wealth Relationship Manager

Wealth Relationship Manager

Talent21

4 - 7 years

7 - 11 Lacs

hyderabad

Posted:11 hours ago| Platform:

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Skills Required

wealth management investment advisory hni acquisition financial advisory investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Catering to the investment needs of clients by providing them research based advise in Equity, MF, Insurance, PMS & structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client wallet assure.
Identifying Prospective clients and acquiring new clients.
Candidate should have experience of managing /acquiring wealth & HNI customers.

Preferred candidate profile

Candidate should have atleast 4 years of experience handling Wealth Product Sales

Any Graduate/Post Graduate with Relevant Experience

Good Relationship Management and service focus skills

Good communication and presentation skills

Investment product knowledge is mandatory

Perks and benefits

BI - Annual Appraisal Program

Growth in fixed CTC twice a year with attractive quarterly incentives

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