Posted:3 days ago|
Platform:
Work from Office
Full Time
- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
- Strong knowledge of investment products and services, including mutual funds, insurance, and other wealth management products
- Excellent communication and interpersonal skills
- Proven track record of meeting and exceeding sales targets
- Ability to build and maintain strong relationships with clients
- Knowledge of local market and customer preferences
- Bachelor's degree in finance, business, or related field
- Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage
Job Summary:
As a wealth Relationship Manager you will be responsible for managing and growing a portfolio of high-net-worth clients. You will be the primary point of contact for these clients and will be responsible for providing them with personalized wealth management solutions to help them achieve their financial goals.
Qualifications:
- Minimum 2 years of experience in wealth management or relationship management in the banking or financial services industry
- Bachelor's degree in finance, business, or related field
- Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage.
V Konnect
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
lucknow, hardoi
8.0 - 14.0 Lacs P.A.
4.0 - 8.0 Lacs P.A.
Experience: Not specified
1.75 - 4.5 Lacs P.A.
8.0 - 14.0 Lacs P.A.
5.0 - 7.0 Lacs P.A.
3.5 - 8.0 Lacs P.A.
pune, chennai
3.0 - 7.0 Lacs P.A.
hyderabad, bengaluru
25.0 - 40.0 Lacs P.A.
0.5 - 0.6 Lacs P.A.
3.0 - 5.0 Lacs P.A.
