Client: Wealth Management Co of a leading BFSI Player. Group large retail presence through its businesses such as Life Insurance, Housing Finance, Mutual Fund, and Retail Financial Markets. Overall 10,000+ employees across its 500 offices, catering to over a million clients. Job Title: Preferred Relationship Manager/ Sr. Preferred Relationship Manager Location: Bengaluru Salary: 9 to 12 LPA plus an attractive bonus Educational Qualification: PG - MBA/PGDM Desired Experience: 3-5 years in Wealth or Equity sales only Roles and Responsibilities - Responsible for client management, enhancing and upgrading the relationships, and revenue generation - Business development through the acquisition of high net-worth clients/ partners - Identifying client needs and assessing their risk appetite - Profiling clients and providing financial products to meet client needs - Constantly look at generating leads from existing clients to acquire a new client - Retaining clients by providing the highest level of service - Providing financial planning and investment advice - Responsible to generate brokerage primarily through advising clients on their portfolio for long-term as well as short-term investments. - Responsible to ensure all activities are in adherence to Compliance & Risk. Required Profile: - Min 2 years experience in equity & derivatives/ Mutual fund/ Wealth sales - Result oriented, self-starter, and proactive - Should possess strong networking, relationship, and communication skills. - Proficient understanding of broking & wealth setup products - NISM 8 Certification (Equity & derivatives) / NISM 5 Certification (Mutual Fund). Apply directly or fill up this short form to help us connect faster https://bit.ly/indvbuss Perks & Benefits: - Transparent Bi-annual appraisal program, quarterly incentives up to 300% of CT. - Clients list to be provided to the employee on joining, as well as on continuous basis, freedom to build on clients anywhere both in India & abroad - Input Focused approach rather than just focused on output/revenue generated. Solution led approach & not product-led (Not only insurance or Mutual Funds) - Much wider range of products to choose from and product revenues too are on the higher side when compared to banks

Bangalore

Gurgaon/Gurugram

Preferred/Senior Preferred Relationship Manager - Wealth 

Preferred/Senior Preferred Relationship Manager - Wealth  ,Job Description for Preferred/Senior Preferred Relationship Manager - Wealth  in Indventur Partners in  Bangalore Gurgaon/Gurugram for (3-5) years of experience. Apply Now!

Job Description for Preferred/Senior Preferred Relationship Manager - Wealth  in Indventur Partners in  Bangalore Gurgaon/Gurugram for (3-5) years of experience. Apply Now!